FW
DFSI

FirstPurpose Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$339K Buy
+10,295
New +$333K 0.12% 152

Other funds holding DFSI

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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FirstPurpose Wealth's DFSI Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2024: 10,295 shares worth $339K. The stake represents 0.12% of the portfolio and ranks #152 among its holdings.

119 funds tracked by Wall St. Rank hold DFSI as of Q1 2024.

  • FirstPurpose Wealth held 10,295 shares of Dimensional International Sustainability Core 1 ETF worth $339K as of Q1 2024.
  • Dimensional International Sustainability Core 1 ETF was a new FirstPurpose Wealth position in Q1 2024.
  • Dimensional International Sustainability Core 1 ETF made up 0.12% of FirstPurpose Wealth's portfolio in Q1 2024, its #152 holding.
  • 119 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.