WWP
DFSU

Walden Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Walden Wealth Partners’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
2024
Q2 		$1.07M Hold
30,618
– – 0.6% 28
2024
Q1 		$1.03M Hold
30,618
– – 0.6% 27
2023
Q4 		$953K Buy
+30,618
New +$882K 0.6% 29

Other funds holding DFSU

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
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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Walden Wealth Partners held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2024 at 30,618 shares worth $1.07M. The position accounts for 0.6% of the portfolio, ranked #28.

Walden Wealth Partners first reported a position in DFSU in Q4 2023 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DFSU as of Q2 2024.

  • Walden Wealth Partners held 30,618 shares of Dimensional US Sustainability Core 1 ETF worth $1.07M as of Q2 2024.
  • Walden Wealth Partners left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2024.
  • Dimensional US Sustainability Core 1 ETF made up 0.6% of Walden Wealth Partners's portfolio in Q2 2024, its #28 holding.
  • Walden Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2024.

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