BAM
DFSU

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
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

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

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

Belpointe Asset Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.25% in Q2 2026, buying an estimated $769 and bringing the position to 6,756 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #884.

Belpointe Asset Management first reported a position in DFSU in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2023. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Belpointe Asset Management held 6,756 shares of Dimensional US Sustainability Core 1 ETF worth $315K as of Q2 2026.
  • Belpointe Asset Management bought 17 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $769.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #884 holding.
  • Belpointe Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 8 quarters since.
  • Belpointe Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.8M in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.