AF
DFSU

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

Allworth 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 		$124K Buy
3,016
+97
+3% +$4.19K ﹤0.01% 1702
2025
Q4 		$127K Buy
2,919
+6
+0.2% +$258 ﹤0.01% 1598
2025
Q3 		$124K Buy
2,913
+7
+0.2% +$286 ﹤0.01% 1561
2025
Q2 		$114K Sell
2,906
-2,542
-47% -$92.7K ﹤0.01% 1470
2025
Q1 		$190K Buy
5,448
+12
+0.2% +$456 ﹤0.01% 970
2024
Q4 		$214K Buy
5,436
+2,552
+88% +$97.8K ﹤0.01% 924
2024
Q3 		$107K Buy
2,884
+7
+0.2% +$250 ﹤0.01% 1056
2024
Q2 		$102K Buy
+2,877
New +$97.5K ﹤0.01% 1067

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