AAM
DFSU

Austin Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Austin Asset Management’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 		$279K Hold
6,785
– – 0.05% 74
2025
Q4 		$295K Hold
6,785
– – 0.05% 65
2025
Q3 		$288K Buy
6,785
+200
+3% +$8.18K 0.05% 64
2025
Q2 		$258K Hold
6,585
– – 0.05% 67
2025
Q1 		$236K Buy
6,585
+85
+1% +$3.23K 0.05% 70
2024
Q4 		$246K Hold
6,500
– – 0.05% 65
2024
Q3 		$242K Hold
6,500
– – 0.05% 64
2024
Q2 		$227K Buy
+6,500
New +$220K 0.05% 64

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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $311M AUM 27.35% 1-Year Est. Return

Austin Asset Management's DFSU Position: Q1 2026 in Review

Austin Asset Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 6,785 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #74.

Austin Asset Management first reported a position in DFSU in Q2 2024 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Austin Asset Management held 6,785 shares of Dimensional US Sustainability Core 1 ETF worth $279K as of Q1 2026.
  • Austin Asset Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.05% of Austin Asset Management's portfolio in Q1 2026, its #74 holding.
  • Austin Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 8 quarters since.
  • Austin Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $295K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Austin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.