Addison Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Addison Advisors’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 Q1	$4.01M	Buy	97,618 +2,336	+2%	+$101K	0.89%	27
2025 Q4	$4.14M	Buy	95,282 +4,216	+5%	+$181K	0.93%	26
2025 Q3	$3.87M	Buy	91,066 +6,918	+8%	+$283K	0.9%	29
2025 Q2	$3.3M	Buy	84,148 +5,550	+7%	+$202K	0.82%	31
2025 Q1	$2.81M	Buy	78,598 +695	+0.9%	+$26.4K	0.77%	34
2024 Q4	$2.95M	Buy	77,903 +3,835	+5%	+$147K	0.82%	31
2024 Q3	$2.75M	Buy	74,068 +9,780	+15%	+$349K	0.77%	31
2024 Q2	$2.24M	Buy	64,288 +7,100	+12%	+$241K	0.72%	35
2024 Q1	$1.97M	Buy	57,188 +6,365	+13%	+$207K	0.68%	35
2023 Q4	$1.58M	Buy	50,823 +37,150	+272%	+$1.07M	0.62%	37
2023 Q3	$379K	Buy	+13,673	New	+$395K	0.18%	97

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

QFA

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FOA

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

Addison Advisors's DFSU Position: Q1 2026 in Review

Addison Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.5% in Q1 2026, buying an estimated $101K and bringing the position to 97,618 shares worth $4.01M. The position accounts for 0.89% of the portfolio, ranked #27.

Addison Advisors first reported a position in DFSU in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.14M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Addison Advisors held 97,618 shares of Dimensional US Sustainability Core 1 ETF worth $4.01M as of Q1 2026.
Addison Advisors bought 2,336 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $101K.
Dimensional US Sustainability Core 1 ETF made up 0.89% of Addison Advisors's portfolio in Q1 2026, its #27 holding.
Addison Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 11 quarters since.
Addison Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $4.14M in Q4 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.