PO
DFSI

Private Ocean’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Private Ocean’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
Q2 		$1.35M Sell
41,022
-146
-0.4% -$4.86K 0.12% 57
2024
Q1 		$1.39M Buy
41,168
+13
+0% +$420 0.15% 51
2023
Q4 		$1.32M Buy
+41,155
New +$1.21M 0.13% 50

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Private Ocean's DFSI Position: Q2 2024 in Review

Private Ocean reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.35% in Q2 2024, selling an estimated $4.86K and leaving 41,022 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #57.

Private Ocean first reported a position in DFSI in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2024. 127 funds tracked by Wall St. Rank hold DFSI as of Q2 2024.

  • Private Ocean held 41,022 shares of Dimensional International Sustainability Core 1 ETF worth $1.35M as of Q2 2024.
  • Private Ocean sold 146 Dimensional International Sustainability Core 1 ETF shares in Q2 2024, an estimated $4.86K.
  • Dimensional International Sustainability Core 1 ETF made up 0.12% of Private Ocean's portfolio in Q2 2024, its #57 holding.
  • Private Ocean first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 3 quarters since.
  • Private Ocean's Dimensional International Sustainability Core 1 ETF position peaked at $1.39M in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.