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

Abacus 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
2026 Q2	$60.6M	Buy	1,300,763 +19,051	+1%	+$862K	6.37%	6
2026 Q1	$52.7M	Buy	1,281,712 +38,512	+3%	+$1.66M	4.81%	7
2025 Q4	$54M	Buy	1,243,200 +214	+0%	+$9.19K	5.3%	6
2025 Q3	$52.8M	Buy	1,242,986 +8,558	+0.7%	+$350K	7.59%	5
2025 Q2	$48.5M	Buy	1,234,428 +262,223	+27%	+$9.56M	7.39%	6
2025 Q1	$34.8M	Buy	972,205 +1,314	+0.1%	+$49.9K	5.24%	6
2024 Q4	$36.8M	Sell	970,891 -3,493	-0.4%	-$134K	5.49%	6
2024 Q3	$36.2M	Buy	974,384 +58,139	+6%	+$2.08M	5.43%	6
2024 Q2	$31.9M	Buy	916,245 +18,474	+2%	+$626K	5.29%	6
2024 Q1	$30.9M	Buy	897,771 +12,813	+1%	+$416K	5.18%	6
2023 Q4	$27.5M	Buy	884,958 +54,784	+7%	+$1.58M	4.65%	6
2023 Q3	$23M	Buy	830,174 +54,059	+7%	+$1.56M	7.13%	7
2023 Q2	$22.3M	Buy	776,115 +85,210	+12%	+$2.31M	6.71%	7
2023 Q1	$18.3M	Buy	690,905 +34,945	+5%	+$918K	6.06%	7
2022 Q4	$16.4M	Buy	+655,960	New	+$16.7M	5.82%	7

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Abacus Wealth Partners's DFSU Position: Q2 2026 in Review

Abacus Wealth Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.5% in Q2 2026, buying an estimated $862K and bringing the position to 1,300,763 shares worth $60.6M. The position accounts for 6.37% of the portfolio, ranked #6.

Abacus Wealth Partners first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Abacus Wealth Partners held 1,300,763 shares of Dimensional US Sustainability Core 1 ETF worth $60.6M as of Q2 2026.
Abacus Wealth Partners bought 19,051 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $862K.
Dimensional US Sustainability Core 1 ETF made up 6.37% of Abacus Wealth Partners's portfolio in Q2 2026, its #6 holding.
Abacus Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.