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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return