Brown Advisory’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Brown Advisory’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	$6.02M	Buy	129,060 +6,929	+6%	+$313K	0.01%	517
2026 Q1	$5.02M	Buy	122,131 +84,092	+221%	+$3.64M	0.01%	521
2025 Q4	$1.65M	Buy	38,039 +28,358	+293%	+$1.22M	﹤0.01%	727
2025 Q3	$411K	Buy	9,681 +1,307	+16%	+$53.5K	﹤0.01%	1105
2025 Q2	$329K	Buy	+8,374	New	+$305K	﹤0.01%	1131

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Brown Advisory's DFSU Position: Q2 2026 in Review

Brown Advisory increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.7% in Q2 2026, buying an estimated $313K and bringing the position to 129,060 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #517.

Brown Advisory first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Brown Advisory held 129,060 shares of Dimensional US Sustainability Core 1 ETF worth $6.02M as of Q2 2026.
Brown Advisory bought 6,929 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $313K.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #517 holding.
Brown Advisory first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.