CMP
DFSU

Coston McIsaac & Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Coston McIsaac & Partners’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 		$327K Buy
7,958
+7
+0.1% +$303 0.07% 110
2025
Q4 		$345K Buy
7,951
+6
+0.1% +$258 0.08% 106
2025
Q3 		$337K Buy
7,945
+84
+1% +$3.44K 0.08% 105
2025
Q2 		$308K Buy
7,861
+386
+5% +$14.1K 0.08% 109
2025
Q1 		$267K Buy
7,475
+3,951
+112% +$150K 0.08% 105
2024
Q4 		$133K Buy
+3,524
New +$135K 0.04% 159

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $311M AUM 27.35% 1-Year Est. Return

Coston McIsaac & Partners's DFSU Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.09% in Q1 2026, buying an estimated $303 and bringing the position to 7,958 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #110.

Coston McIsaac & Partners first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Coston McIsaac & Partners held 7,958 shares of Dimensional US Sustainability Core 1 ETF worth $327K as of Q1 2026.
  • Coston McIsaac & Partners bought 7 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $303.
  • Dimensional US Sustainability Core 1 ETF made up 0.07% of Coston McIsaac & Partners's portfolio in Q1 2026, its #110 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Coston McIsaac & Partners's Dimensional US Sustainability Core 1 ETF position peaked at $345K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.