CWA
DFSU

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

Consilio Wealth 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 		– Sell
-23,720
Closed -$975K – 112
2026
Q1 		$975K Buy
+23,720
New +$1.03M 0.28% 38

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

Consilio Wealth Advisors's DFSU Position: Q2 2026 in Review

Consilio Wealth Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 23,720 shares — an estimated $975K sold.

Consilio Wealth Advisors first reported a position in DFSU in Q1 2026 and held it in 1 quarter. The position peaked at $975K in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Consilio Wealth Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Consilio Wealth Advisors sold 23,720 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $975K.
  • Consilio Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2026 and held it in 1 quarter.
  • Consilio Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $975K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.