CCM
DFSU

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

Carlson 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
2024
Q4 		$2.86M Buy
75,409
+16,028
+27% +$614K 0.12% 28
2024
Q3 		$2.21M Buy
59,381
+26,117
+79% +$933K 0.09% 34
2024
Q2 		$1.16M Buy
33,264
+439
+1% +$14.9K 0.05% 42
2024
Q1 		$1.13M Sell
32,825
-3,936
-11% -$128K 0.05% 42
2023
Q4 		$1.14M Buy
36,761
+10,021
+37% +$289K 0.06% 75
2023
Q3 		$742K Buy
26,740
+11,364
+74% +$328K 0.04% 83
2023
Q2 		$441K Buy
+15,376
New +$416K 0.03% 107

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Carlson Capital Management's DFSU Position: Q4 2024 in Review

Carlson Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 27% in Q4 2024, buying an estimated $614K and bringing the position to 75,409 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #28.

Carlson Capital Management first reported a position in DFSU in Q2 2023 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold DFSU as of Q4 2024.

  • Carlson Capital Management held 75,409 shares of Dimensional US Sustainability Core 1 ETF worth $2.86M as of Q4 2024.
  • Carlson Capital Management bought 16,028 Dimensional US Sustainability Core 1 ETF shares in Q4 2024, an estimated $614K.
  • Dimensional US Sustainability Core 1 ETF made up 0.12% of Carlson Capital Management's portfolio in Q4 2024, its #28 holding.
  • Carlson Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.