RRC
DFSU

Relaxing Retirement Coach’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Relaxing Retirement Coach’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
Q2 		$393K Sell
13,706
-296
-2% -$8.01K 0.12% 53
2023
Q1 		$373K Buy
+14,002
New +$368K 0.12% 50

Other funds holding DFSU

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
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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Relaxing Retirement Coach reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.1% in Q2 2023, selling an estimated $8.01K and leaving 13,706 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #53.

Relaxing Retirement Coach first reported a position in DFSU in Q1 2023 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DFSU as of Q2 2023.

  • Relaxing Retirement Coach held 13,706 shares of Dimensional US Sustainability Core 1 ETF worth $393K as of Q2 2023.
  • Relaxing Retirement Coach sold 296 Dimensional US Sustainability Core 1 ETF shares in Q2 2023, an estimated $8.01K.
  • Dimensional US Sustainability Core 1 ETF made up 0.12% of Relaxing Retirement Coach's portfolio in Q2 2023, its #53 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2023.

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