WWM
DFSI

Wolff Wiese Magana’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-3,916
Closed -$112K – 752
2023
Q3 		$112K Sell
3,916
-2,604
-40% -$78.4K 0.09% 126
2023
Q2 		$199K Hold
6,520
– – 0.15% 94
2023
Q1 		$196K Hold
6,520
– – 0.16% 93
2022
Q4 		$181K Buy
+6,520
New +$179K 0.16% 99

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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Wolff Wiese Magana's DFSI Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2023, closing a stake of 3,916 shares — an estimated $112K sold.

Wolff Wiese Magana first reported a position in DFSI in Q4 2022 and held it in 4 quarters. The position peaked at $199K in Q2 2023. 104 funds tracked by Wall St. Rank hold DFSI as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 3,916 Dimensional International Sustainability Core 1 ETF shares in Q4 2023, an estimated $112K.
  • Wolff Wiese Magana first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and held it in 4 quarters.
  • Wolff Wiese Magana's Dimensional International Sustainability Core 1 ETF position peaked at $199K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.