Millennium Management
DFSU

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

Millennium 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
Q3 		– Sell
-6,076
Closed -$212K – 6165
2024
Q2 		$212K Buy
+6,076
New +$206K ﹤0.01% 5111

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Millennium Management's DFSU Position: Q3 2024 in Review

Millennium Management sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2024, closing a stake of 6,076 shares — an estimated $212K sold.

Millennium Management first reported a position in DFSU in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 155 funds tracked by Wall St. Rank hold DFSU as of Q3 2024.

  • Millennium Management reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q3 2024 after selling out during the quarter.
  • Millennium Management sold 6,076 Dimensional US Sustainability Core 1 ETF shares in Q3 2024, an estimated $212K.
  • Millennium Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and held it in 1 quarter.
  • Millennium Management's Dimensional US Sustainability Core 1 ETF position peaked at $212K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.