Fidelity Investments
DFSU

Fidelity Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Fidelity Investments’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
Q2 		– Sell
-1
Closed -$34 – 5417
2024
Q1 		$34 Buy
+1
New +$32 ﹤0.01% 5087
2023
Q4 		– Sell
-1
Closed -$28 – 5482
2023
Q3 		$28 Buy
+1
New +$29 ﹤0.01% 5029

Other funds holding DFSU

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
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
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
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Fidelity Investments's DFSU Position: Q2 2024 in Review

Fidelity Investments sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2024, closing a stake of 1 share — an estimated $34 sold.

Fidelity Investments first reported a position in DFSU in Q3 2023 and held it in 2 quarters. The position peaked at $34 in Q1 2024. 141 funds tracked by Wall St. Rank hold DFSU as of Q2 2024.

  • Fidelity Investments reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Dimensional US Sustainability Core 1 ETF share in Q2 2024, an estimated $34.
  • Fidelity Investments first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's Dimensional US Sustainability Core 1 ETF position peaked at $34 in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.