FFM
DFSU

Forum Financial Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Forum Financial Management’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 		$18.5M Buy
449,583
+9,930
+2% +$429K 0.26% 24
2025
Q4 		$19.1M Buy
439,653
+8,522
+2% +$366K 0.25% 30
2025
Q3 		$18.3M Buy
431,131
+15,127
+4% +$619K 0.25% 28
2025
Q2 		$16.3M Buy
416,004
+19,746
+5% +$720K 0.25% 26
2025
Q1 		$14.2M Sell
396,258
-2,390
-0.6% -$90.8K 0.23% 27
2024
Q4 		$15.1M Buy
398,648
+1,143
+0.3% +$43.8K 0.25% 26
2024
Q3 		$14.8M Buy
397,505
+2,931
+0.7% +$105K 0.25% 28
2024
Q2 		$13.8M Buy
394,574
+18,013
+5% +$610K 0.25% 28
2024
Q1 		$13M Buy
376,561
+21,259
+6% +$691K 0.22% 30
2023
Q4 		$11.1M Buy
355,302
+148,434
+72% +$4.27M 0.21% 27
2023
Q3 		$5.74M Buy
206,868
+117,070
+130% +$3.38M 0.13% 36
2023
Q2 		$2.58M Buy
89,798
+61,591
+218% +$1.67M 0.06% 66
2023
Q1 		$751K Buy
+28,207
New +$741K 0.02% 183

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