BOC
DFSU

Blue Oak Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Blue Oak Capital’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
2025
Q2 		$5.86M Sell
149,230
-63,140
-30% -$2.3M 3.08% 11
2025
Q1 		$7.6M Sell
212,370
-31,110
-13% -$1.18M 4.2% 7
2024
Q4 		$9.23M Buy
+243,480
New +$9.33M 5.61% 5

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Oak Capital's DFSU Position: Q2 2025 in Review

Blue Oak Capital reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 30% in Q2 2025, selling an estimated $2.3M and leaving 149,230 shares worth $5.86M. The position accounts for 3.08% of the portfolio, ranked #11.

Blue Oak Capital first reported a position in DFSU in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.23M in Q4 2024. 219 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Blue Oak Capital held 149,230 shares of Dimensional US Sustainability Core 1 ETF worth $5.86M as of Q2 2025.
  • Blue Oak Capital sold 63,140 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $2.3M.
  • Dimensional US Sustainability Core 1 ETF made up 3.08% of Blue Oak Capital's portfolio in Q2 2025, its #11 holding.
  • Blue Oak Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's Dimensional US Sustainability Core 1 ETF position peaked at $9.23M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.