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
Q2 		$2.09M Buy
44,907
+10,588
+31% +$479K 0.2% 84
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 $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

Cahill Financial Advisors's DFSU Position: Q2 2026 in Review

Cahill Financial Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 31% in Q2 2026, buying an estimated $479K and bringing the position to 44,907 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #84.

Cahill Financial Advisors first reported a position in DFSU in Q3 2023 and has held it in 12 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Cahill Financial Advisors held 44,907 shares of Dimensional US Sustainability Core 1 ETF worth $2.09M as of Q2 2026.
  • Cahill Financial Advisors bought 10,588 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $479K.
  • Dimensional US Sustainability Core 1 ETF made up 0.2% of Cahill Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Cahill Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.