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 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 $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 $231M AUM 17.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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

Belpointe Asset Management's DFSU Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2026: 6,739 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in DFSU as recently as Q3 2024.

Belpointe Asset Management first reported a position in DFSU in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2023. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Belpointe Asset Management held 6,739 shares of Dimensional US Sustainability Core 1 ETF worth $277K as of Q1 2026.
Dimensional US Sustainability Core 1 ETF was a new Belpointe Asset Management position in Q1 2026.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #892 holding.
Belpointe Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 7 quarters since.
Belpointe Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.8M in Q4 2023.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.