RRC
DFSI

Relaxing Retirement Coach’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$226K Hold
7,431
– – 0.07% 68
2023
Q1 		$223K Buy
+7,431
New +$219K 0.07% 62

Other funds holding DFSI

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Relaxing Retirement Coach's DFSI Position: Q2 2023 in Review

Relaxing Retirement Coach held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2023 at 7,431 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #68.

Relaxing Retirement Coach first reported a position in DFSI in Q1 2023 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold DFSI as of Q2 2023.

  • Relaxing Retirement Coach held 7,431 shares of Dimensional International Sustainability Core 1 ETF worth $226K as of Q2 2023.
  • Relaxing Retirement Coach left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2023.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of Relaxing Retirement Coach's portfolio in Q2 2023, its #68 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.