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

CAPTRUST 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 Q3	$485K	Buy	+10,290	New	+$491K	﹤0.01%	2252

Other funds holding DFSU

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CAPTRUST Financial Advisors's DFSU Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2026: 10,290 shares worth $485K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings.

221 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

CAPTRUST Financial Advisors held 10,290 shares of Dimensional US Sustainability Core 1 ETF worth $485K as of Q3 2026.
Dimensional US Sustainability Core 1 ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2252 holding.
221 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.