FW
DFSU

FirstPurpose Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

FirstPurpose Wealth’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
Q1 		$693K Buy
20,679
+9,063
+78% +$295K 0.25% 71
2023
Q4 		$362K Buy
11,616
+373
+3% +$10.7K 0.14% 135
2023
Q3 		$312K Buy
+11,243
New +$325K 0.13% 130

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 $1.25B AUM 18.15% 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 $952M AUM 22.68% 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 $7.79B AUM 20.38% 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

FirstPurpose Wealth's DFSU Position: Q1 2024 in Review

FirstPurpose Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 78% in Q1 2024, buying an estimated $295K and bringing the position to 20,679 shares worth $693K. The position accounts for 0.25% of the portfolio, ranked #71.

FirstPurpose Wealth first reported a position in DFSU in Q3 2023 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold DFSU as of Q1 2024.

  • FirstPurpose Wealth held 20,679 shares of Dimensional US Sustainability Core 1 ETF worth $693K as of Q1 2024.
  • FirstPurpose Wealth bought 9,063 Dimensional US Sustainability Core 1 ETF shares in Q1 2024, an estimated $295K.
  • Dimensional US Sustainability Core 1 ETF made up 0.25% of FirstPurpose Wealth's portfolio in Q1 2024, its #71 holding.
  • FirstPurpose Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2024.

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