BCM
DFSI

Brainard Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Brainard Capital Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2.25M Sell
74,988
-862
-1% -$25.4K 1.72% 18
2022
Q4 		$2.11M Buy
+75,850
New +$2.08M 1.79% 17

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

Brainard Capital Management's DFSI Position: Q1 2023 in Review

Brainard Capital Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q1 2023, selling an estimated $25.4K and leaving 74,988 shares worth $2.25M. The position accounts for 1.72% of the portfolio, ranked #18.

Brainard Capital Management first reported a position in DFSI in Q4 2022 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold DFSI as of Q1 2023.

  • Brainard Capital Management held 74,988 shares of Dimensional International Sustainability Core 1 ETF worth $2.25M as of Q1 2023.
  • Brainard Capital Management sold 862 Dimensional International Sustainability Core 1 ETF shares in Q1 2023, an estimated $25.4K.
  • Dimensional International Sustainability Core 1 ETF made up 1.72% of Brainard Capital Management's portfolio in Q1 2023, its #18 holding.
  • Brainard Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.