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

Belpointe 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 Q3	$318K	Sell	6,742 -14	-0.2%	-$668	0.01%	894
2026 Q2	$315K	Buy	6,756 +17	+0.3%	+$769	0.01%	884
2026 Q1	$277K	Buy	+6,739	New	+$291K	0.01%	892
2024 Q4	–	Sell	-3,584	Closed	-$133K	–	884
2024 Q3	$133K	Buy	3,584 +61	+2%	+$2.18K	0.01%	831
2024 Q2	$123K	Buy	+3,523	New	+$119K	0.01%	749
2024 Q1	–	Sell	-57,925	Closed	-$1.8M	–	797
2023 Q4	$1.8M	Buy	57,925 +44,759	+340%	+$1.29M	0.16%	126
2023 Q3	$365K	Buy	13,166 +3,526	+37%	+$102K	0.04%	416
2023 Q2	$277K	Buy	9,640 +9,500	+6,786%	+$257K	0.03%	481
2023 Q1	$3.73K	Buy	+140	New	+$3.68K	﹤0.01%	3118

Other funds holding DFSU

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Belpointe Asset Management's DFSU Position: Q3 2026 in Review

Belpointe Asset Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.21% in Q3 2026, selling an estimated $668 and leaving 6,742 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #894.

Belpointe Asset Management first reported a position in DFSU in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2023. 223 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Belpointe Asset Management held 6,742 shares of Dimensional US Sustainability Core 1 ETF worth $318K as of Q3 2026.
Belpointe Asset Management sold 14 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $668.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #894 holding.
Belpointe Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 9 quarters since.
Belpointe Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.8M in Q4 2023.
223 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.