CCA
DFSU

Criterion Capital Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Criterion Capital Advisors’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 		$123K Hold
3,516
– – 0.08% 87
2024
Q3 		$123K Hold
3,516
– – 0.08% 87
2024
Q2 		$123K Buy
3,516
+18
+0.5% +$610 0.08% 87
2024
Q1 		$120K Buy
3,498
+1,539
+79% +$50K 0.08% 85
2023
Q4 		$61K Buy
+1,959
New +$56.4K 0.04% 119

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

Criterion Capital Advisors's DFSU Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q4 2024 at 3,516 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #87.

Criterion Capital Advisors first reported a position in DFSU in Q4 2023 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold DFSU as of Q4 2024.

  • Criterion Capital Advisors held 3,516 shares of Dimensional US Sustainability Core 1 ETF worth $123K as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q4 2024.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Criterion Capital Advisors's portfolio in Q4 2024, its #87 holding.
  • Criterion Capital Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2024.

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