BCM
DFSU

Brainard Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Brainard Capital Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.96M Buy
73,802
+59
+0.1% +$1.55K 1.5% 19
2022
Q4 		$1.84M Buy
+73,743
New +$1.87M 1.56% 19

Other funds holding DFSU

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
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
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Brainard Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.08% in Q1 2023, buying an estimated $1.55K and bringing the position to 73,802 shares worth $1.96M. The position accounts for 1.5% of the portfolio, ranked #19.

Brainard Capital Management first reported a position in DFSU in Q4 2022 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold DFSU as of Q1 2023.

  • Brainard Capital Management held 73,802 shares of Dimensional US Sustainability Core 1 ETF worth $1.96M as of Q1 2023.
  • Brainard Capital Management bought 59 Dimensional US Sustainability Core 1 ETF shares in Q1 2023, an estimated $1.55K.
  • Dimensional US Sustainability Core 1 ETF made up 1.5% of Brainard Capital Management's portfolio in Q1 2023, its #19 holding.
  • Brainard Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2023.

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