FOA
DFSU

Five Oceans Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Five Oceans 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 		$22.8M Buy
489,837
+22,508
+5% +$1.02M 7.34% 2
2026
Q1 		$19.2M Buy
467,329
+28,558
+7% +$1.23M 6.95% 3
2025
Q4 		$19.1M Buy
438,771
+63,300
+17% +$2.72M 6.73% 3
2025
Q3 		$15.9M Buy
375,471
+259,411
+224% +$10.6M 5.87% 4
2025
Q2 		$4.56M Buy
116,060
+33,441
+40% +$1.22M 1.94% 13
2025
Q1 		$2.96M Sell
82,619
-899
-1% -$34.1K 1.42% 14
2024
Q4 		$3.17M Buy
83,518
+11,890
+17% +$456K 1.45% 15
2024
Q3 		$2.66M Sell
71,628
-3,256
-4% -$116K 1.27% 16
2024
Q2 		$2.61M Sell
74,884
-1,053
-1% -$35.7K 1.37% 17
2024
Q1 		$2.61M Buy
75,937
+25,445
+50% +$827K 1.34% 17
2023
Q4 		$1.57M Buy
50,492
+14,522
+40% +$418K 0.88% 22
2023
Q3 		$998K Buy
35,970
+16,691
+87% +$482K 0.64% 34
2023
Q2 		$553K Buy
19,279
+5,497
+40% +$149K 0.36% 59
2023
Q1 		$367K Buy
+13,782
New +$362K 0.24% 89

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Five Oceans Advisors's DFSU Position: Q2 2026 in Review

Five Oceans Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.8% in Q2 2026, buying an estimated $1.02M and bringing the position to 489,837 shares worth $22.8M. The position accounts for 7.34% of the portfolio, ranked #2.

Five Oceans Advisors first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Five Oceans Advisors held 489,837 shares of Dimensional US Sustainability Core 1 ETF worth $22.8M as of Q2 2026.
  • Five Oceans Advisors bought 22,508 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.02M.
  • Dimensional US Sustainability Core 1 ETF made up 7.34% of Five Oceans Advisors's portfolio in Q2 2026, its #2 holding.
  • Five Oceans Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.