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 Q2	$141K	Buy	3,023 +7	+0.2%	+$317	﹤0.01%	1729
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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

Allworth Financial's DFSU Position: Q2 2026 in Review

Allworth Financial increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.23% in Q2 2026, buying an estimated $317 and bringing the position to 3,023 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Allworth Financial first reported a position in DFSU in Q2 2024 and has held it in 9 quarters since. The position peaked at $214K in Q4 2024. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Allworth Financial held 3,023 shares of Dimensional US Sustainability Core 1 ETF worth $141K as of Q2 2026.
Allworth Financial bought 7 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $317.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1729 holding.
Allworth Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
Allworth Financial's Dimensional US Sustainability Core 1 ETF position peaked at $214K in Q4 2024.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.