Corient Private Wealth
DFSU

Corient Private Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Corient Private Wealth’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 		$7.29M Sell
213,774
-123,676
-37% -$5.35M 0.01% 728
2025
Q4 		$14.7M Buy
337,450
+180,241
+115% +$7.74M 0.01% 648
2025
Q3 		$6.68M Buy
157,209
+6,152
+4% +$252K 0.01% 622
2025
Q2 		$5.93M Sell
151,057
-40,954
-21% -$1.49M 0.01% 653
2025
Q1 		$6.88M Sell
192,011
-463
-0.2% -$17.6K 0.01% 596
2024
Q4 		$7.29M Sell
192,474
-10,185
-5% -$390K 0.01% 597
2024
Q3 		$7.53M Buy
202,659
+1,668
+0.8% +$59.6K 0.01% 641
2024
Q2 		$7.01M Sell
200,991
-1,974
-1% -$66.9K 0.01% 611
2024
Q1 		$6.98M Sell
202,965
-5,605
-3% -$182K 0.01% 617
2023
Q4 		$6.49M Buy
+208,570
New +$6.01M 0.01% 626
2023
Q3 		– Sell
-190,696
Closed -$5.47M – 2168
2023
Q2 		$5.47M Buy
190,696
+19,248
+11% +$521K 0.01% 606
2023
Q1 		$4.56M Buy
171,448
+65,148
+61% +$1.71M 0.01% 620
2022
Q4 		$2.65M Buy
+106,300
New +$2.7M 0.01% 644

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