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
Q2 		$4.72M Buy
101,251
+2,441
+2% +$110K 0.01% 1445
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 		$1.29M Buy
+48,452
New +$1.27M ﹤0.01% 1868

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

Commonwealth Equity Services's DFSU Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.5% in Q2 2026, buying an estimated $110K and bringing the position to 101,251 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #1445.

Commonwealth Equity Services first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Commonwealth Equity Services held 101,251 shares of Dimensional US Sustainability Core 1 ETF worth $4.72M as of Q2 2026.
  • Commonwealth Equity Services bought 2,441 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $110K.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1445 holding.
  • Commonwealth Equity Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.