Focus Partners Advisor Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Focus Partners Advisor Solutions’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	$16.6M	Buy	404,666 +5,951	+1%	+$257K	0.17%	72
2025 Q4	$17.3M	Sell	398,715 -60,552	-13%	-$2.6M	0.21%	67
2025 Q3	$19.6M	Buy	459,267 +86,729	+23%	+$3.55M	0.22%	69
2025 Q2	$14.6M	Sell	372,538 -17,881	-5%	-$652K	0.2%	64
2025 Q1	$14M	Buy	390,419 +37,160	+11%	+$1.41M	0.21%	61
2024 Q4	$13.4M	Buy	353,259 +4,974	+1%	+$191K	0.23%	62
2024 Q3	$12.9M	Buy	348,285 +40,004	+13%	+$1.43M	0.27%	49
2024 Q2	$10.7M	Buy	308,281 +22,790	+8%	+$772K	0.28%	48
2024 Q1	$9.82M	Sell	285,491 -1,695	-0.6%	-$55.1K	0.28%	46
2023 Q4	$8.94M	Buy	287,186 +45,393	+19%	+$1.31M	0.43%	34
2023 Q3	$6.71M	Buy	241,793 +92,738	+62%	+$2.68M	0.33%	38
2023 Q2	$4.28M	Buy	149,055 +92,938	+166%	+$2.52M	0.24%	51
2023 Q1	$1.49M	Buy	+56,117	New	+$1.47M	0.1%	97

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Focus Partners Advisor Solutions's DFSU Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.5% in Q1 2026, buying an estimated $257K and bringing the position to 404,666 shares worth $16.6M. The position accounts for 0.17% of the portfolio, ranked #72.

Focus Partners Advisor Solutions first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.6M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Focus Partners Advisor Solutions held 404,666 shares of Dimensional US Sustainability Core 1 ETF worth $16.6M as of Q1 2026.
Focus Partners Advisor Solutions bought 5,951 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $257K.
Dimensional US Sustainability Core 1 ETF made up 0.17% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #72 holding.
Focus Partners Advisor Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
Focus Partners Advisor Solutions's Dimensional US Sustainability Core 1 ETF position peaked at $19.6M in Q3 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.