AFC
DFSU

Avise Financial Cooperative’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Avise Financial Cooperative’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
-9,002
Closed -$370K – 115
2026
Q1 		$370K Sell
9,002
-138
-2% -$5.97K 0.31% 66
2025
Q4 		$397K Buy
+9,140
New +$392K 0.36% 55

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

Avise Financial Cooperative's DFSU Position: Q2 2026 in Review

Avise Financial Cooperative sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 9,002 shares — an estimated $370K sold.

Avise Financial Cooperative first reported a position in DFSU in Q4 2025 and held it in 2 quarters. The position peaked at $397K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Avise Financial Cooperative reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Avise Financial Cooperative sold 9,002 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $370K.
  • Avise Financial Cooperative first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and held it in 2 quarters.
  • Avise Financial Cooperative's Dimensional US Sustainability Core 1 ETF position peaked at $397K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.