AIC
DFSU

Allodium Investment Consultants’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Allodium Investment Consultants’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 		$6.65M Sell
142,553
-3,384
-2% -$153K 2.82% 11
2026
Q1 		$6M Buy
145,937
+13,904
+11% +$601K 2.87% 10
2025
Q4 		$5.73M Sell
132,033
-4,032
-3% -$173K 2.91% 11
2025
Q3 		$5.78M Buy
136,065
+1,544
+1% +$63.2K 3.26% 11
2025
Q2 		$5.28M Buy
134,521
+17,092
+15% +$623K 3.34% 11
2025
Q1 		$4.21M Buy
117,429
+22,926
+24% +$871K 3.1% 11
2024
Q4 		$3.58M Buy
+94,503
New +$3.62M 2.99% 10

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Allodium Investment Consultants's DFSU Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.3% in Q2 2026, selling an estimated $153K and leaving 142,553 shares worth $6.65M. The position accounts for 2.82% of the portfolio, ranked #11.

Allodium Investment Consultants first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Allodium Investment Consultants held 142,553 shares of Dimensional US Sustainability Core 1 ETF worth $6.65M as of Q2 2026.
  • Allodium Investment Consultants sold 3,384 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $153K.
  • Dimensional US Sustainability Core 1 ETF made up 2.82% of Allodium Investment Consultants's portfolio in Q2 2026, its #11 holding.
  • Allodium Investment Consultants first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.