CCMI
DFSU

Creative Capital Management Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Creative Capital Management Investments’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 		$1.75M Buy
42,571
+25,714
+153% +$1.11M 0.5% 13
2025
Q4 		$732K Sell
16,857
-449
-3% -$19.3K 0.22% 24
2025
Q3 		$735K Sell
17,306
-41
-0.2% -$1.68K 0.23% 23
2025
Q2 		$681K Buy
17,347
+137
+0.8% +$5K 0.24% 23
2025
Q1 		$616K Sell
17,210
-1,008
-6% -$38.3K 0.24% 24
2024
Q4 		$690K Sell
18,218
-1,125
-6% -$43.1K 0.29% 24
2024
Q3 		$719K Buy
19,343
+9,975
+106% +$356K 0.3% 22
2024
Q2 		$327K Hold
9,368
– – 0.16% 28
2024
Q1 		$322K Buy
9,368
+4,361
+87% +$142K 0.17% 27
2023
Q4 		$156K Buy
5,007
+474
+10% +$13.7K 0.09% 42
2023
Q3 		$126K Buy
4,533
+1,730
+62% +$50K 0.09% 50
2023
Q2 		$80.5K Hold
2,803
– – 0.06% 69
2023
Q1 		$74.6K Buy
+2,803
New +$73.7K 0.05% 83

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 $311M AUM 27.35% 1-Year Est. Return