CFA
DFSU

Cahill Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Cahill Financial Advisors’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 		$1.41M Sell
34,319
-98
-0.3% -$4.24K 0.15% 102
2025
Q4 		$1.49M Sell
34,417
-811
-2% -$34.8K 0.16% 95
2025
Q3 		$1.5M Buy
35,228
+843
+2% +$34.5K 0.17% 91
2025
Q2 		$1.35M Buy
34,385
+417
+1% +$15.2K 0.17% 90
2025
Q1 		$1.22M Buy
33,968
+5,028
+17% +$191K 0.17% 97
2024
Q4 		$1.1M Sell
28,940
-5,180
-15% -$198K 0.15% 113
2024
Q3 		$1.27M Sell
34,120
-165
-0.5% -$5.89K 0.17% 92
2024
Q2 		$1.2M Sell
34,285
-98
-0.3% -$3.32K 0.16% 107
2024
Q1 		$1.18M Buy
34,383
+11,983
+53% +$389K 0.16% 110
2023
Q4 		$697K Buy
22,400
+11,240
+101% +$324K 0.1% 144
2023
Q3 		$310K Buy
+11,160
New +$323K 0.05% 190

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
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
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

Cahill Financial Advisors's DFSU Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.28% in Q1 2026, selling an estimated $4.24K and leaving 34,319 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #102.

Cahill Financial Advisors first reported a position in DFSU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Cahill Financial Advisors held 34,319 shares of Dimensional US Sustainability Core 1 ETF worth $1.41M as of Q1 2026.
  • Cahill Financial Advisors sold 98 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $4.24K.
  • Dimensional US Sustainability Core 1 ETF made up 0.15% of Cahill Financial Advisors's portfolio in Q1 2026, its #102 holding.
  • Cahill Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 11 quarters since.
  • Cahill Financial Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $1.5M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.