CCM
DFSU

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

Colorado Capital 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
Q2 		$463K Sell
9,928
-735
-7% -$33.2K 0.16% 77
2026
Q1 		$438K Buy
10,663
+1,554
+17% +$67.2K 0.16% 77
2025
Q4 		$396K Buy
9,109
+120
+1% +$5.15K 0.15% 77
2025
Q3 		$382K Buy
8,989
+209
+2% +$8.55K 0.15% 78
2025
Q2 		$345K Buy
8,780
+2,323
+36% +$84.7K 0.15% 77
2025
Q1 		$231K Buy
+6,457
New +$245K 0.11% 91

Other funds holding DFSU

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Colorado Capital Management's DFSU Position: Q2 2026 in Review

Colorado Capital Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 6.9% in Q2 2026, selling an estimated $33.2K and leaving 9,928 shares worth $463K. The position accounts for 0.16% of the portfolio, ranked #77.

Colorado Capital Management first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Colorado Capital Management held 9,928 shares of Dimensional US Sustainability Core 1 ETF worth $463K as of Q2 2026.
  • Colorado Capital Management sold 735 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $33.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.16% of Colorado Capital Management's portfolio in Q2 2026, its #77 holding.
  • Colorado Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.