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 Q2	$371K	Buy	7,965 +7	+0.1%	+$317	0.07%	107
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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Coston McIsaac & Partners's DFSU Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.09% in Q2 2026, buying an estimated $317 and bringing the position to 7,965 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #107.

Coston McIsaac & Partners first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Coston McIsaac & Partners held 7,965 shares of Dimensional US Sustainability Core 1 ETF worth $371K as of Q2 2026.
Coston McIsaac & Partners bought 7 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $317.
Dimensional US Sustainability Core 1 ETF made up 0.07% of Coston McIsaac & Partners's portfolio in Q2 2026, its #107 holding.
Coston McIsaac & Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.