Envestnet Asset Management
DFSU

Envestnet Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Envestnet Asset Management’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 		$609K Buy
14,821
+6,666
+82% +$288K ﹤0.01% 3790
2025
Q4 		$354K Sell
8,155
-3,761
-32% -$161K ﹤0.01% 3917
2025
Q3 		$506K Sell
11,916
-22,382
-65% -$916K ﹤0.01% 3753
2025
Q2 		$1.35M Buy
34,298
+20,586
+150% +$751K ﹤0.01% 3079
2025
Q1 		$491K Buy
13,712
+600
+5% +$22.8K ﹤0.01% 3638
2024
Q4 		$497K Buy
13,112
+3,390
+35% +$130K ﹤0.01% 3587
2024
Q3 		$361K Sell
9,722
-22
-0.2% -$786 ﹤0.01% 3707
2024
Q2 		$340K Sell
9,744
-150
-2% -$5.08K ﹤0.01% 3654
2024
Q1 		$340K Buy
9,894
+1,504
+18% +$48.9K ﹤0.01% 3655
2023
Q4 		$261K Sell
8,390
-7
-0.1% -$202 ﹤0.01% 3688
2023
Q3 		$233K Buy
+8,397
New +$243K ﹤0.01% 3659

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