CAM
DFSU icon

Clarity Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Clarity Asset Management’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 		$224K Sell
4,747
-167
-3% -$7.97K 0.11% 62
2026
Q2 		$229K Sell
4,914
-135
-3% -$6.11K 0.11% 63
2026
Q1 		$207K Buy
+5,049
New +$218K 0.11% 65

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Clarity Asset Management's DFSU Position: Q3 2026 in Review

Clarity Asset Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.4% in Q3 2026, selling an estimated $7.97K and leaving 4,747 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #62.

Clarity Asset Management first reported a position in DFSU in Q1 2026 and has held it in 3 quarters since. The position peaked at $229K in Q2 2026. 32 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Clarity Asset Management held 4,747 shares of Dimensional US Sustainability Core 1 ETF worth $224K as of Q3 2026.
  • Clarity Asset Management sold 167 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $7.97K.
  • Dimensional US Sustainability Core 1 ETF made up 0.11% of Clarity Asset Management's portfolio in Q3 2026, its #62 holding.
  • Clarity Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2026 and has held it in 3 quarters since.
  • Clarity Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $229K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Clarity Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.