Wells Fargo
DFSU

Wells Fargo’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wells Fargo’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
Q4 		– Sell
-3,493
Closed -$96.9K – 7612
2023
Q3 		$96.9K Hold
3,493
– – ﹤0.01% 4799
2023
Q2 		$100K Buy
+3,493
New +$94.6K ﹤0.01% 5036

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
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
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
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

Wells Fargo's DFSU Position: Q4 2023 in Review

Wells Fargo sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2023, closing a stake of 3,493 shares — an estimated $96.9K sold.

Wells Fargo first reported a position in DFSU in Q2 2023 and held it in 2 quarters. The position peaked at $100K in Q2 2023. 116 funds tracked by Wall St. Rank hold DFSU as of Q4 2023.

  • Wells Fargo reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 3,493 Dimensional US Sustainability Core 1 ETF shares in Q4 2023, an estimated $96.9K.
  • Wells Fargo first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and held it in 2 quarters.
  • Wells Fargo's Dimensional US Sustainability Core 1 ETF position peaked at $100K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.