Define Financial
DFSU icon

Define Financial’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Define Financial’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
Q3 		$902K Buy
19,129
+6,271
+49% +$299K 0.38% 16
2026
Q2 		$600K Buy
12,858
+27
+0.2% +$1.22K 0.28% 19
2026
Q1 		$527K Buy
12,831
+28
+0.2% +$1.21K 0.29% 17
2025
Q4 		$556K Sell
12,803
-964
-7% -$41.4K 0.32% 17
2025
Q3 		$585K Buy
+13,767
New +$563K 0.35% 15

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Define Financial's DFSU Position: Q3 2026 in Review

Define Financial increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 49% in Q3 2026, buying an estimated $299K and bringing the position to 19,129 shares worth $902K. The position accounts for 0.38% of the portfolio, ranked #16.

Define Financial first reported a position in DFSU in Q3 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Define Financial held 19,129 shares of Dimensional US Sustainability Core 1 ETF worth $902K as of Q3 2026.
  • Define Financial bought 6,271 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $299K.
  • Dimensional US Sustainability Core 1 ETF made up 0.38% of Define Financial's portfolio in Q3 2026, its #16 holding.
  • Define Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.