CMBA
DFSU

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
Q2 		$69.9K Hold
1,500
– – 0.03% 209
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

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

C.M. Bidwell & Associates's DFSU Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 1,500 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #209.

C.M. Bidwell & Associates first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • C.M. Bidwell & Associates held 1,500 shares of Dimensional US Sustainability Core 1 ETF worth $69.9K as of Q2 2026.
  • C.M. Bidwell & Associates left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #209 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.