ADL
DFSU

Asset Dedication LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Asset Dedication LLC’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 		$2.67M Sell
64,988
-19,811
-23% -$856K 0.19% 83
2025
Q4 		$3.68M Sell
84,799
-883
-1% -$37.9K 0.24% 63
2025
Q3 		$3.64M Buy
85,682
+4,425
+5% +$181K 0.24% 58
2025
Q2 		$3.19M Sell
81,257
-3,023
-4% -$110K 0.23% 65
2025
Q1 		$3.02M Buy
84,280
+6,614
+9% +$251K 0.25% 65
2024
Q4 		$2.94M Buy
77,666
+3,542
+5% +$136K 0.23% 66
2024
Q3 		$2.76M Buy
74,124
+17,663
+31% +$631K 0.19% 87
2024
Q2 		$1.97M Buy
56,461
+5,477
+11% +$186K 0.14% 121
2024
Q1 		$1.76M Sell
50,984
-972
-2% -$31.6K 0.13% 120
2023
Q4 		$1.62M Buy
51,956
+5,833
+13% +$168K 0.13% 122
2023
Q3 		$1.28M Buy
46,123
+13,135
+40% +$380K 0.11% 146
2023
Q2 		$947K Buy
32,988
+5,517
+20% +$149K 0.08% 179
2023
Q1 		$733K Buy
27,471
+6,879
+33% +$181K 0.07% 193
2022
Q4 		$512K Buy
+20,592
New +$523K 0.05% 224

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 $276M AUM 20.55% 1-Year Est. Return