MWM
DFSU

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

Merriman Wealth Management’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
Q4 		$37.5M Sell
988,593
-29,352
-3% -$1.12M 1.56% 13
2024
Q3 		$37.8M Buy
1,017,945
+11,366
+1% +$406K 1.54% 13
2024
Q2 		$35.1M Sell
1,006,579
-2,654
-0.3% -$89.9K 1.53% 14
2024
Q1 		$34.7M Buy
1,009,233
+29,429
+3% +$956K 1.55% 14
2023
Q4 		$30.5M Buy
979,804
+37,540
+4% +$1.08M 1.48% 13
2023
Q3 		$26.1M Buy
942,264
+26,844
+3% +$776K 1.35% 16
2023
Q2 		$26.3M Sell
915,420
-11,639
-1% -$315K 1.29% 15
2023
Q1 		$24.7M Buy
927,059
+63,575
+7% +$1.67M 1.27% 16
2022
Q4 		$21.5M Buy
+863,484
New +$21.9M 1.1% 15

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $610M AUM 20.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Merriman Wealth Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.9% in Q4 2024, selling an estimated $1.12M and leaving 988,593 shares worth $37.5M. The position accounts for 1.56% of the portfolio, ranked #13.

Merriman Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 9 quarters since. The position peaked at $37.8M in Q3 2024. 195 funds tracked by Wall St. Rank hold DFSU as of Q4 2024.

  • Merriman Wealth Management held 988,593 shares of Dimensional US Sustainability Core 1 ETF worth $37.5M as of Q4 2024.
  • Merriman Wealth Management sold 29,352 Dimensional US Sustainability Core 1 ETF shares in Q4 2024, an estimated $1.12M.
  • Dimensional US Sustainability Core 1 ETF made up 1.56% of Merriman Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Merriman Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 9 quarters since.
  • Merriman Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $37.8M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2024.

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