CW
DFSU

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

Curio 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
Q2 		$251K Buy
5,392
+12
+0.2% +$543 0.08% 71
2026
Q1 		$221K Hold
5,380
– – 0.08% 71
2025
Q4 		$237K Buy
5,380
+538
+11% +$23.1K 0.08% 70
2025
Q3 		$206K Buy
4,842
+154
+3% +$6.3K 0.08% 69
2025
Q2 		$184K Buy
4,688
+4,684
+117,100% +$171K 0.08% 74
2025
Q1 		$187K Sell
4
-4,940
-100% -$188K 0.1% 76
2024
Q4 		$187K Buy
+4,944
New +$189K 0.1% 70

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

Curio Wealth's DFSU Position: Q2 2026 in Review

Curio Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.22% in Q2 2026, buying an estimated $543 and bringing the position to 5,392 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #71.

Curio Wealth first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Curio Wealth held 5,392 shares of Dimensional US Sustainability Core 1 ETF worth $251K as of Q2 2026.
  • Curio Wealth bought 12 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $543.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Curio Wealth's portfolio in Q2 2026, its #71 holding.
  • Curio Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.