AWM Capital
DFSU icon

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
Q3 		$183M Buy
3,889,790
+377,900
+11% +$18M 12.91% 2
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 $526M AUM 15.98% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

AWM Capital's DFSU Position: Q3 2026 in Review

AWM Capital increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q3 2026, buying an estimated $18M and bringing the position to 3,889,790 shares worth $183M. The position accounts for 12.91% of the portfolio, ranked #2.

AWM Capital first reported a position in DFSU in Q4 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • AWM Capital held 3,889,790 shares of Dimensional US Sustainability Core 1 ETF worth $183M as of Q3 2026.
  • AWM Capital bought 377,900 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $18M.
  • Dimensional US Sustainability Core 1 ETF made up 12.91% of AWM Capital's portfolio in Q3 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 16 quarters since.
  • 90 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.