AC
DFSU

Apella Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Apella Capital’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 		$19.3M Buy
409,314
+13,871
+4% +$627K 0.27% 76
2026
Q1 		$17.8M Buy
395,443
+100,752
+34% +$4.36M 0.26% 78
2025
Q4 		$12.8M Buy
294,691
+46,259
+19% +$1.99M 0.25% 80
2025
Q3 		$10.4M Buy
248,432
+30,960
+14% +$1.27M 0.23% 86
2025
Q2 		$8.62M Buy
217,472
+18,778
+9% +$685K 0.23% 81
2025
Q1 		$6.9M Buy
198,694
+51,966
+35% +$1.97M 0.24% 80
2024
Q4 		$5.56M Buy
146,728
+14,093
+11% +$540K 0.21% 73
2024
Q3 		$4.88M Buy
132,635
+16,252
+14% +$580K 0.2% 69
2024
Q2 		$4.11M Buy
116,383
+17,371
+18% +$589K 0.18% 73
2024
Q1 		$3.35M Buy
99,012
+44,644
+82% +$1.45M 0.17% 78
2023
Q4 		$1.65M Buy
54,368
+22,767
+72% +$656K 0.09% 102
2023
Q3 		$877K Buy
31,601
+9,167
+41% +$265K 0.06% 125
2023
Q2 		$644K Buy
+22,434
New +$607K 0.05% 156

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

Apella Capital's DFSU Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.5% in Q2 2026, buying an estimated $627K and bringing the position to 409,314 shares worth $19.3M. The position accounts for 0.27% of the portfolio, ranked #76.

Apella Capital first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Apella Capital held 409,314 shares of Dimensional US Sustainability Core 1 ETF worth $19.3M as of Q2 2026.
  • Apella Capital bought 13,871 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $627K.
  • Dimensional US Sustainability Core 1 ETF made up 0.27% of Apella Capital's portfolio in Q2 2026, its #76 holding.
  • Apella Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.