C.M. Bidwell & Associates’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

C.M. Bidwell & Associates’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	$61.6K	Hold	1,500	–	–	0.03%	207
2025 Q4	$65.1K	Hold	1,500	–	–	0.03%	215
2025 Q3	$63.7K	Hold	1,500	–	–	0.03%	207
2025 Q2	$58.9K	Hold	1,500	–	–	0.03%	214
2025 Q1	$53.7K	Hold	1,500	–	–	0.03%	211
2024 Q4	$56.9K	Hold	1,500	–	–	0.03%	218
2024 Q3	$55.8K	Hold	1,500	–	–	0.03%	217
2024 Q2	$52.3K	Hold	1,500	–	–	0.04%	223
2024 Q1	$51.6K	Buy	+1,500	New	+$48.7K	0.04%	223

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

C.M. Bidwell & Associates's DFSU Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 1,500 shares worth $61.6K. The position accounts for 0.03% of the portfolio, ranked #207.

C.M. Bidwell & Associates first reported a position in DFSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $65.1K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

C.M. Bidwell & Associates held 1,500 shares of Dimensional US Sustainability Core 1 ETF worth $61.6K as of Q1 2026.
C.M. Bidwell & Associates left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
Dimensional US Sustainability Core 1 ETF made up 0.03% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #207 holding.
C.M. Bidwell & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
C.M. Bidwell & Associates's Dimensional US Sustainability Core 1 ETF position peaked at $65.1K in Q4 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.