Bank of America’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bank of America’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	$783K	Sell	19,061 -1,150	-6%	-$49.7K	﹤0.01%	4642
2025 Q4	$878K	Buy	20,211 +1,150	+6%	+$49.4K	﹤0.01%	4604
2025 Q3	$810K	Hold	19,061	–	–	﹤0.01%	5465
2025 Q2	$748K	Sell	19,061 -148	-0.8%	-$5.4K	﹤0.01%	5480
2025 Q1	$688K	Buy	+19,209	New	+$729K	﹤0.01%	5485
2023 Q4	–	Sell	-28	Closed	-$777	–	8040
2023 Q3	$777	Buy	+28	New	+$809	﹤0.01%	7267

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

Bank of America's DFSU Position: Q1 2026 in Review

Bank of America reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.7% in Q1 2026, selling an estimated $49.7K and leaving 19,061 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #4642.

Bank of America first reported a position in DFSU in Q3 2023 and has held it in 6 quarters since. The position peaked at $878K in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Bank of America held 19,061 shares of Dimensional US Sustainability Core 1 ETF worth $783K as of Q1 2026.
Bank of America sold 1,150 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $49.7K.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4642 holding.
Bank of America first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 6 quarters since.
Bank of America's Dimensional US Sustainability Core 1 ETF position peaked at $878K in Q4 2025.
257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.