BAM
DFSU

Bellevue Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bellevue Asset Management’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 		$155K Buy
3,322
+7
+0.2% +$317 0.07% 95
2026
Q1 		$136K Buy
3,315
+8
+0.2% +$346 0.07% 94
2025
Q4 		$144K Buy
3,307
+7
+0.2% +$300 0.05% 94
2025
Q3 		$140K Buy
3,300
+8
+0.2% +$327 0.06% 90
2025
Q2 		$129K Buy
3,292
+8
+0.2% +$292 0.06% 93
2025
Q1 		$118K Buy
3,284
+7
+0.2% +$266 0.06% 94
2024
Q4 		$124K Hold
3,277
– – 0.06% 90
2024
Q3 		$122K Hold
3,277
– – 0.06% 89
2024
Q2 		$114K Buy
+3,277
New +$111K 0.06% 90

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

Bellevue Asset Management's DFSU Position: Q2 2026 in Review

Bellevue Asset Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.21% in Q2 2026, buying an estimated $317 and bringing the position to 3,322 shares worth $155K. The position accounts for 0.07% of the portfolio, ranked #95.

Bellevue Asset Management first reported a position in DFSU in Q2 2024 and has held it in 9 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Bellevue Asset Management held 3,322 shares of Dimensional US Sustainability Core 1 ETF worth $155K as of Q2 2026.
  • Bellevue Asset Management bought 7 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $317.
  • Dimensional US Sustainability Core 1 ETF made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #95 holding.
  • Bellevue Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.