Dimensional Fund Advisors
DFSU

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

Dimensional Fund 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
2023
Q1 		– Sell
-200,000
Closed -$4.99M – 3474
2022
Q4 		$4.99M Buy
+200,000
New +$5.08M 1.47% 6

Other funds holding DFSU

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
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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Dimensional Fund Advisors's DFSU Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2023, closing a stake of 200,000 shares — an estimated $4.99M sold.

Dimensional Fund Advisors first reported a position in DFSU in Q4 2022 and held it in 1 quarter. The position peaked at $4.99M in Q4 2022. 67 funds tracked by Wall St. Rank hold DFSU as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 200,000 Dimensional US Sustainability Core 1 ETF shares in Q1 2023, an estimated $4.99M.
  • Dimensional Fund Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and held it in 1 quarter.
  • Dimensional Fund Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $4.99M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.