AC
DFSU

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

AWM 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 		$164M Buy
3,511,890
+230,939
+7% +$10.4M 13.11% 2
2026
Q1 		$135M Buy
3,280,951
+236,449
+8% +$10.2M 12.2% 2
2025
Q4 		$132M Buy
3,044,502
+114,715
+4% +$4.92M 12% 2
2025
Q3 		$124M Buy
2,929,787
+670,777
+30% +$27.4M 11.31% 3
2025
Q2 		$88.7M Sell
2,259,010
-795,228
-26% -$29M 9.33% 4
2025
Q1 		$109M Buy
3,054,238
+116,782
+4% +$4.43M 12.76% 2
2024
Q4 		$111M Buy
2,937,456
+183,322
+7% +$7.02M 13.62% 2
2024
Q3 		$102M Buy
2,754,134
+618,199
+29% +$22.1M 12.37% 2
2024
Q2 		$74.5M Buy
2,135,935
+235,332
+12% +$7.98M 11.32% 2
2024
Q1 		$65.4M Buy
1,900,603
+249,737
+15% +$8.12M 10.91% 3
2023
Q4 		$51.4M Buy
1,650,866
+172,081
+12% +$4.96M 9.4% 3
2023
Q3 		$41M Buy
1,478,785
+792,397
+115% +$22.9M 8.35% 4
2023
Q2 		$19.7M Buy
686,388
+502,120
+272% +$13.6M 4.76% 8
2023
Q1 		$4.91M Buy
184,268
+119,978
+187% +$3.15M 1.38% 16
2022
Q4 		$1.6M Buy
+64,290
New +$1.63M 0.55% 27

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

AWM Capital's DFSU Position: Q2 2026 in Review

AWM Capital increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7% in Q2 2026, buying an estimated $10.4M and bringing the position to 3,511,890 shares worth $164M. The position accounts for 13.11% of the portfolio, ranked #2.

AWM Capital first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • AWM Capital held 3,511,890 shares of Dimensional US Sustainability Core 1 ETF worth $164M as of Q2 2026.
  • AWM Capital bought 230,939 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $10.4M.
  • Dimensional US Sustainability Core 1 ETF made up 13.11% of AWM Capital's portfolio in Q2 2026, its #2 holding.
  • AWM Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.