CG
DFSU

Caprock Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Caprock Group’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 		– Sell
-36,876
Closed -$1.52M – 1262
2026
Q1 		$1.52M Buy
36,876
+81
+0.2% +$3.5K 0.04% 427
2025
Q4 		$1.6M Buy
36,795
+6,535
+22% +$281K 0.03% 455
2025
Q3 		$1.25M Buy
+30,260
New +$1.24M 0.03% 495
2025
Q1 		$726K Hold
20,260
– – 0.02% 578
2024
Q4 		$768K Sell
20,260
-1,900
-9% -$72.8K 0.03% 497
2024
Q3 		$824K Buy
22,160
+5,660
+34% +$202K 0.03% 437
2024
Q2 		$575K Buy
+16,500
New +$559K 0.02% 501

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

Caprock Group's DFSU Position: Q2 2026 in Review

Caprock Group sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 36,876 shares — an estimated $1.52M sold.

Caprock Group first reported a position in DFSU in Q2 2024 and held it in 7 quarters. The position peaked at $1.6M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Caprock Group reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 36,876 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.52M.
  • Caprock Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and held it in 7 quarters.
  • Caprock Group's Dimensional US Sustainability Core 1 ETF position peaked at $1.6M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.