BJB
DFSU

Broadhurst Jeffrey B’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Broadhurst Jeffrey B’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 		$2.2M Sell
47,237
-121,013
-72% -$5.47M 4.69% 5
2026
Q1 		$6.91M Buy
168,250
+14,999
+10% +$648K 7.09% 4
2025
Q4 		$6.66M Buy
+153,251
New +$6.58M 6.91% 4

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

Broadhurst Jeffrey B's DFSU Position: Q2 2026 in Review

Broadhurst Jeffrey B reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 72% in Q2 2026, selling an estimated $5.47M and leaving 47,237 shares worth $2.2M. The position accounts for 4.69% of the portfolio, ranked #5.

Broadhurst Jeffrey B first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.91M in Q1 2026. 275 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Broadhurst Jeffrey B held 47,237 shares of Dimensional US Sustainability Core 1 ETF worth $2.2M as of Q2 2026.
  • Broadhurst Jeffrey B sold 121,013 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.47M.
  • Dimensional US Sustainability Core 1 ETF made up 4.69% of Broadhurst Jeffrey B's portfolio in Q2 2026, its #5 holding.
  • Broadhurst Jeffrey B first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • Broadhurst Jeffrey B's Dimensional US Sustainability Core 1 ETF position peaked at $6.91M in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.