WWM
DFSU

Wolff Wiese Magana’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wolff Wiese Magana’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
-10,990
Closed -$305K – 753
2023
Q3 		$305K Sell
10,990
-7,308
-40% -$211K 0.25% 83
2023
Q2 		$525K Hold
18,298
– – 0.41% 63
2023
Q1 		$487K Hold
18,298
– – 0.4% 62
2022
Q4 		$456K Buy
+18,298
New +$465K 0.39% 58

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

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

Wolff Wiese Magana sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2023, closing a stake of 10,990 shares — an estimated $305K sold.

Wolff Wiese Magana first reported a position in DFSU in Q4 2022 and held it in 4 quarters. The position peaked at $525K in Q2 2023. 116 funds tracked by Wall St. Rank hold DFSU as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 10,990 Dimensional US Sustainability Core 1 ETF shares in Q4 2023, an estimated $305K.
  • Wolff Wiese Magana first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and held it in 4 quarters.
  • Wolff Wiese Magana's Dimensional US Sustainability Core 1 ETF position peaked at $525K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2023.

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