FFA
DFSU

Farther Finance Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Farther Finance 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
Q1 		$1.9M Buy
45,976
+9,961
+28% +$431K 0.02% 671
2025
Q4 		$1.56M Buy
36,015
+5,829
+19% +$250K 0.02% 686
2025
Q3 		$1.28M Buy
30,186
+760
+3% +$31.1K 0.02% 617
2025
Q2 		$1.15M Sell
29,426
-3,459
-11% -$126K 0.02% 540
2025
Q1 		$1.18M Sell
32,885
-6,508
-17% -$247K 0.03% 445
2024
Q4 		$1.49M Buy
39,393
+3,459
+10% +$133K 0.05% 267
2024
Q3 		$1.34M Buy
35,934
+29,426
+452% +$1.05M 0.05% 279
2024
Q2 		$227K Hold
6,508
– – 0.01% 795
2024
Q1 		$223K Hold
6,508
– – 0.01% 654
2023
Q4 		$203K Hold
6,508
– – 0.01% 550
2023
Q3 		$181K Buy
+6,508
New +$188K 0.03% 408

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 $276M AUM 20.55% 1-Year Est. Return