BRPW
DFSU

Ballast Rock Private Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Ballast Rock Private Wealth’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 		$478K Hold
10,241
– – 0.22% 111
2026
Q1 		$421K Hold
10,241
– – 0.23% 105
2025
Q4 		$445K Buy
+10,241
New +$440K 0.28% 95

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

Ballast Rock Private Wealth's DFSU Position: Q2 2026 in Review

Ballast Rock Private Wealth held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 10,241 shares worth $478K. The position accounts for 0.22% of the portfolio, ranked #111.

Ballast Rock Private Wealth first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Ballast Rock Private Wealth held 10,241 shares of Dimensional US Sustainability Core 1 ETF worth $478K as of Q2 2026.
  • Ballast Rock Private Wealth left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.22% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Ballast Rock Private Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.