PFO
DFSU

Pathstone Family Office’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Pathstone Family Office’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
2023
Q3 		$5.96M Buy
214,868
+27,181
+14% +$786K 0.05% 240
2023
Q2 		$5.39M Buy
187,687
+74,136
+65% +$2.01M 0.08% 154
2023
Q1 		$3.02M Sell
113,551
-88,881
-44% -$2.34M 0.05% 221
2022
Q4 		$5.05M Buy
+202,432
New +$5.14M 0.04% 278

Other funds holding DFSU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 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

Pathstone Family Office's DFSU Position: Q3 2023 in Review

Pathstone Family Office increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 14% in Q3 2023, buying an estimated $786K and bringing the position to 214,868 shares worth $5.96M. The position accounts for 0.05% of the portfolio, ranked #240.

Pathstone Family Office first reported a position in DFSU in Q4 2022 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold DFSU as of Q3 2023.

  • Pathstone Family Office held 214,868 shares of Dimensional US Sustainability Core 1 ETF worth $5.96M as of Q3 2023.
  • Pathstone Family Office bought 27,181 Dimensional US Sustainability Core 1 ETF shares in Q3 2023, an estimated $786K.
  • Dimensional US Sustainability Core 1 ETF made up 0.05% of Pathstone Family Office's portfolio in Q3 2023, its #240 holding.
  • Pathstone Family Office first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.