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DFSI

Walden Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Walden Wealth Partners’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 		$496K Hold
15,052
– – 0.28% 50
2024
Q1 		$499K Hold
15,052
– – 0.29% 47
2023
Q4 		$482K Buy
+15,052
New +$444K 0.3% 46

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

Walden Wealth Partners's DFSI Position: Q2 2024 in Review

Walden Wealth Partners held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2024 at 15,052 shares worth $496K. The position accounts for 0.28% of the portfolio, ranked #50.

Walden Wealth Partners first reported a position in DFSI in Q4 2023 and has held it in 3 quarters since. The position peaked at $499K in Q1 2024. 127 funds tracked by Wall St. Rank hold DFSI as of Q2 2024.

  • Walden Wealth Partners held 15,052 shares of Dimensional International Sustainability Core 1 ETF worth $496K as of Q2 2024.
  • Walden Wealth Partners left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2024.
  • Dimensional International Sustainability Core 1 ETF made up 0.28% of Walden Wealth Partners's portfolio in Q2 2024, its #50 holding.
  • Walden Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Dimensional International Sustainability Core 1 ETF position peaked at $499K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.