EWA
DFSU

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

EP Wealth Advisors’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 		$34.3M Buy
734,838
+30,736
+4% +$1.39M 0.13% 125
2026
Q1 		$28.9M Buy
+704,102
New +$30.4M 0.14% 106
2025
Q2 		$157K Sell
4,002
-45
-1% -$1.64K ﹤0.01% 1308
2025
Q1 		$145K Buy
+4,047
New +$154K ﹤0.01% 1194

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

EP Wealth Advisors's DFSU Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.4% in Q2 2026, buying an estimated $1.39M and bringing the position to 734,838 shares worth $34.3M. The position accounts for 0.13% of the portfolio, ranked #125.

EP Wealth Advisors first reported a position in DFSU in Q1 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • EP Wealth Advisors held 734,838 shares of Dimensional US Sustainability Core 1 ETF worth $34.3M as of Q2 2026.
  • EP Wealth Advisors bought 30,736 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.39M.
  • Dimensional US Sustainability Core 1 ETF made up 0.13% of EP Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.