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
Q2 		$682K Sell
14,623
-198
-1% -$8.96K ﹤0.01% 3873
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 $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

Envestnet Asset Management's DFSU Position: Q2 2026 in Review

Envestnet Asset Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.3% in Q2 2026, selling an estimated $8.96K and leaving 14,623 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

Envestnet Asset Management first reported a position in DFSU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q2 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Envestnet Asset Management held 14,623 shares of Dimensional US Sustainability Core 1 ETF worth $682K as of Q2 2026.
  • Envestnet Asset Management sold 198 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $8.96K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3873 holding.
  • Envestnet Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.35M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.