Dimensional Fund Advisors
DFSI

Dimensional Fund Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Dimensional Fund Advisors’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
Q3 		– Sell
-50,000
Closed -$1.52K – 3478
2023
Q2 		$1.52K Buy
+50,000
New +$1.52M ﹤0.01% 3480
2023
Q1 		– Sell
-400,000
Closed -$11.1M – 3473
2022
Q4 		$11.1M Buy
+400,000
New +$11M 3.28% 2

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Dimensional Fund Advisors's DFSI Position: Q3 2023 in Review

Dimensional Fund Advisors sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2023, closing a stake of 50,000 shares — an estimated $1.52K sold.

Dimensional Fund Advisors first reported a position in DFSI in Q4 2022 and held it in 2 quarters. The position peaked at $11.1M in Q4 2022. 86 funds tracked by Wall St. Rank hold DFSI as of Q3 2023.

  • Dimensional Fund Advisors reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q3 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 50,000 Dimensional International Sustainability Core 1 ETF shares in Q3 2023, an estimated $1.52K.
  • Dimensional Fund Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and held it in 2 quarters.
  • Dimensional Fund Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $11.1M in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2023.

Based on Dimensional Fund Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.