CC
DFSU

Citrine Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Citrine Capital’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 		$73.2M Buy
1,569,106
+189,964
+14% +$8.59M 27.08% 1
2026
Q1 		$56.7M Buy
1,379,142
+89,352
+7% +$3.86M 24.57% 1
2025
Q4 		$56M Buy
1,289,790
+111,641
+9% +$4.79M 26% 1
2025
Q3 		$50M Buy
1,178,149
+95,145
+9% +$3.89M 23.17% 1
2025
Q2 		$42.5M Buy
1,083,004
+89,160
+9% +$3.25M 22.57% 1
2025
Q1 		$35.6M Buy
993,844
+131,475
+15% +$4.99M 22.27% 1
2024
Q4 		$32.7M Buy
+862,369
New +$33M 24.08% 1

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
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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Citrine Capital's DFSU Position: Q2 2026 in Review

Citrine Capital increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 14% in Q2 2026, buying an estimated $8.59M and bringing the position to 1,569,106 shares worth $73.2M. The position accounts for 27.08% of the portfolio, ranked #1.

Citrine Capital first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Citrine Capital held 1,569,106 shares of Dimensional US Sustainability Core 1 ETF worth $73.2M as of Q2 2026.
  • Citrine Capital bought 189,964 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $8.59M.
  • Dimensional US Sustainability Core 1 ETF made up 27.08% of Citrine Capital's portfolio in Q2 2026, its #1 holding.
  • Citrine Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.