EFN
DFSU

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

Equita Financial Network’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 		$4.89M Buy
119,102
+19,418
+19% +$839K 1.54% 15
2025
Q4 		$4.33M Buy
99,684
+8,799
+10% +$378K 1.3% 17
2025
Q3 		$3.86M Buy
90,885
+11,936
+15% +$488K 1.3% 16
2025
Q2 		$3.1M Buy
78,949
+28,396
+56% +$1.04M 1.23% 15
2025
Q1 		$1.81M Buy
50,553
+7,676
+18% +$291K 0.63% 33
2024
Q4 		$1.63M Sell
42,877
-2,368
-5% -$90.7K 0.59% 34
2024
Q3 		$1.68M Buy
+45,245
New +$1.62M 0.61% 33

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

Equita Financial Network's DFSU Position: Q1 2026 in Review

Equita Financial Network increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 19% in Q1 2026, buying an estimated $839K and bringing the position to 119,102 shares worth $4.89M. The position accounts for 1.54% of the portfolio, ranked #15.

Equita Financial Network first reported a position in DFSU in Q3 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Equita Financial Network held 119,102 shares of Dimensional US Sustainability Core 1 ETF worth $4.89M as of Q1 2026.
  • Equita Financial Network bought 19,418 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $839K.
  • Dimensional US Sustainability Core 1 ETF made up 1.54% of Equita Financial Network's portfolio in Q1 2026, its #15 holding.
  • Equita Financial Network first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.