Commonwealth Equity Services
DFSU

Commonwealth Equity Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Commonwealth Equity Services’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
Q1 		$4.06M Buy
98,810
+2,160
+2% +$93.4K 0.01% 1491
2025
Q4 		$4.2M Buy
96,650
+9,685
+11% +$416K 0.01% 1450
2025
Q3 		$3.69M Buy
86,965
+4,349
+5% +$178K ﹤0.01% 1563
2025
Q2 		$3.24M Buy
82,616
+3,955
+5% +$144K ﹤0.01% 1640
2025
Q1 		$2.82M Buy
78,661
+2,395
+3% +$90.9K ﹤0.01% 1674
2024
Q4 		$2.89M Buy
76,266
+4,823
+7% +$185K ﹤0.01% 1610
2024
Q3 		$2.66M Buy
71,443
+3,770
+6% +$135K ﹤0.01% 1622
2024
Q2 		$2.36M Buy
67,673
+5,576
+9% +$189K ﹤0.01% 1682
2024
Q1 		$2.14M Sell
62,097
-1,674
-3% -$54.4K ﹤0.01% 1738
2023
Q4 		$1.99M Buy
63,771
+165
+0.3% +$4.75K ﹤0.01% 1704
2023
Q3 		$1.76M Buy
63,606
+1,776
+3% +$51.3K ﹤0.01% 1689
2023
Q2 		$1.77M Buy
61,830
+13,378
+28% +$362K ﹤0.01% 1708
2023
Q1 		$1.29K Buy
+48,452
New +$1.27M ﹤0.01% 1868

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return