CA
DFSU

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

Clearstead 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
Q2 		$861K Sell
18,463
-9,918
-35% -$449K 0.01% 587
2026
Q1 		$1.17M Buy
28,381
+24,188
+577% +$1.05M 0.01% 473
2025
Q4 		$182K Hold
4,193
– – ﹤0.01% 955
2025
Q3 		$178K Hold
4,193
– – ﹤0.01% 904
2025
Q2 		$165K Hold
4,193
– – ﹤0.01% 932
2025
Q1 		$150K Buy
4,193
+770
+22% +$29.2K ﹤0.01% 894
2024
Q4 		$130K Hold
3,423
– – ﹤0.01% 959
2024
Q3 		$127K Hold
3,423
– – ﹤0.01% 972
2024
Q2 		$119K Hold
3,423
– – ﹤0.01% 959
2024
Q1 		$116K Buy
+3,423
New +$111K 0.01% 576

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

Clearstead Advisors's DFSU Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 35% in Q2 2026, selling an estimated $449K and leaving 18,463 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #587.

Clearstead Advisors first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Clearstead Advisors held 18,463 shares of Dimensional US Sustainability Core 1 ETF worth $861K as of Q2 2026.
  • Clearstead Advisors sold 9,918 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $449K.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #587 holding.
  • Clearstead Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $1.17M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.