AFA
DFSU

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

Alpha Financial 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
Q2 		– Sell
-9,350
Closed -$384K – 115
2026
Q1 		$384K Buy
9,350
+2,679
+40% +$116K 0.12% 41
2025
Q4 		$290K Hold
6,671
– – 0.09% 50
2025
Q3 		$283K Hold
6,671
– – 0.1% 50
2025
Q2 		$262K Buy
+6,671
New +$243K 0.1% 53

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Alpha Financial Advisors's DFSU Position: Q2 2026 in Review

Alpha Financial Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 9,350 shares — an estimated $384K sold.

Alpha Financial Advisors first reported a position in DFSU in Q2 2025 and held it in 4 quarters. The position peaked at $384K in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Alpha Financial Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Alpha Financial Advisors sold 9,350 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $384K.
  • Alpha Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and held it in 4 quarters.
  • Alpha Financial Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $384K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.