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Dfa Us Sustainability Core 1 fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Dfa Us Sustainability Core 1 fund (DFSIX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Dfa Us Sustainability Core 1 fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa Us Sustainability Core 1 fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Us Sustainability Core 1 fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $549k 12k 44.79
2024-06-30 $527k 13k 41.90
2024-03-31 $325k 7.9k 41.31
2023-12-31 $294k 7.9k 37.42
2023-09-30 $261k 7.8k 33.40

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Top funds holding Dfa Us Sustainability Core 1 fund

Garde Capital
MAI Wealth Advisors
Encompass Wealth Advisors
Coston, McIsaac & Partners

View all funds holding Dfa Us Sustainability Core 1 fund