Focus Partners Wealth
DFSU

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

Focus Partners Wealth’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 		$101M Buy
2,160,532
+227,971
+12% +$10.3M 0.1% 195
2026
Q1 		$81.6M Buy
1,932,561
+47,621
+3% +$2.06M 0.09% 208
2025
Q4 		$81.9M Buy
1,884,940
+24,245
+1% +$1.04M 0.09% 200
2025
Q3 		$79M Buy
1,860,695
+36,585
+2% +$1.5M 0.13% 148
2025
Q2 		$71.6M Buy
1,824,110
+608,538
+50% +$22.2M 0.16% 139
2025
Q1 		$43.5M Buy
1,215,572
+983,943
+425% +$37.4M 0.11% 182
2024
Q4 		$8.78M Sell
231,629
-677
-0.3% -$25.9K 0.02% 492
2024
Q3 		$8.64M Buy
+232,306
New +$8.3M 0.03% 438

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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Focus Partners Wealth's DFSU Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 12% in Q2 2026, buying an estimated $10.3M and bringing the position to 2,160,532 shares worth $101M. The position accounts for 0.1% of the portfolio, ranked #195.

Focus Partners Wealth first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Focus Partners Wealth held 2,160,532 shares of Dimensional US Sustainability Core 1 ETF worth $101M as of Q2 2026.
  • Focus Partners Wealth bought 227,971 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $10.3M.
  • Dimensional US Sustainability Core 1 ETF made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #195 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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