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

Merriman Wealth Management’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 Q4	$19.3M	Buy	588,389 +20,048	+4%	+$682K	0.8%	23
2024 Q3	$20.3M	Buy	568,341 +12,652	+2%	+$433K	0.82%	18
2024 Q2	$18.3M	Buy	555,689 +10,393	+2%	+$346K	0.8%	19
2024 Q1	$18.4M	Buy	545,296 +6,439	+1%	+$208K	0.82%	17
2023 Q4	$17.3M	Buy	538,857 +7,867	+1%	+$232K	0.84%	19
2023 Q3	$15.2M	Buy	530,990 +36,458	+7%	+$1.1M	0.79%	21
2023 Q2	$15.1M	Buy	494,532 +18,969	+4%	+$578K	0.74%	21
2023 Q1	$14.3M	Buy	475,563 +40,722	+9%	+$1.2M	0.74%	20
2022 Q4	$12.1M	Buy	+434,841	New	+$12M	0.62%	23

Other funds holding DFSI

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

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

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Merriman Wealth Management's DFSI Position: Q4 2024 in Review

Merriman Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.5% in Q4 2024, buying an estimated $682K and bringing the position to 588,389 shares worth $19.3M. The position accounts for 0.8% of the portfolio, ranked #23.

Merriman Wealth Management first reported a position in DFSI in Q4 2022 and has held it in 9 quarters since. The position peaked at $20.3M in Q3 2024. 163 funds tracked by Wall St. Rank hold DFSI as of Q4 2024.

Merriman Wealth Management held 588,389 shares of Dimensional International Sustainability Core 1 ETF worth $19.3M as of Q4 2024.
Merriman Wealth Management bought 20,048 Dimensional International Sustainability Core 1 ETF shares in Q4 2024, an estimated $682K.
Dimensional International Sustainability Core 1 ETF made up 0.8% of Merriman Wealth Management's portfolio in Q4 2024, its #23 holding.
Merriman Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $20.3M in Q3 2024.
163 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.