AF
DFSU

Advisornet Financial’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Advisornet Financial’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 		$880K Sell
21,417
-5,459
-20% -$236K 0.05% 278
2025
Q4 		$1.17M Buy
26,876
+541
+2% +$23.2K 0.06% 235
2025
Q3 		$1.12M Sell
26,335
-5,406
-17% -$221K 0.06% 235
2025
Q2 		$1.25M Buy
31,741
+12,045
+61% +$439K 0.08% 211
2025
Q1 		$705K Buy
19,696
+4,806
+32% +$182K 0.05% 280
2024
Q4 		$564K Buy
14,890
+4,957
+50% +$190K 0.05% 291
2024
Q3 		$369K Sell
9,933
-16
-0.2% -$571 0.03% 388
2024
Q2 		$347K Sell
9,949
-250
-2% -$8.47K 0.03% 371
2024
Q1 		$351K Sell
10,199
-14,845
-59% -$482K 0.03% 363
2023
Q4 		$780K Sell
25,044
-1,091
-4% -$31.4K 0.07% 250
2023
Q3 		$725K Buy
26,135
+453
+2% +$13.1K 0.07% 249
2023
Q2 		$737K Buy
25,682
+4,369
+20% +$118K 0.06% 248
2023
Q1 		$567K Buy
+21,313
New +$560K 0.05% 278

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
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
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