Cambridge Investment Research Advisors
DFSU

Cambridge Investment Research Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Cambridge Investment Research 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 		$318K Sell
7,729
-3,124
-29% -$135K ﹤0.01% 3230
2025
Q4 		$471K Buy
10,853
+1,653
+18% +$71K ﹤0.01% 2773
2025
Q3 		$391K Sell
9,200
-30,525
-77% -$1.25M ﹤0.01% 2888
2025
Q2 		$1.56M Buy
39,725
+30,502
+331% +$1.11M ﹤0.01% 1620
2025
Q1 		$330K Buy
+9,223
New +$350K ﹤0.01% 2772

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

Cambridge Investment Research Advisors's DFSU Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 29% in Q1 2026, selling an estimated $135K and leaving 7,729 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Cambridge Investment Research Advisors first reported a position in DFSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q2 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Cambridge Investment Research Advisors held 7,729 shares of Dimensional US Sustainability Core 1 ETF worth $318K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 3,124 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $135K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3230 holding.
  • Cambridge Investment Research Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • Cambridge Investment Research Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $1.56M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.