FFP
DFSU

Freedom Financial Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Freedom Financial Partners’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 		$727K Sell
15,585
-2,419
-13% -$109K 0.24% 50
2026
Q1 		$740K Buy
18,004
+136
+0.8% +$5.88K 0.26% 47
2025
Q4 		$776K Buy
17,868
+37
+0.2% +$1.59K 0.28% 47
2025
Q3 		$757K Sell
17,831
-2
-0% -$82 0.29% 47
2025
Q2 		$700K Buy
17,833
+3,217
+22% +$117K 0.3% 44
2025
Q1 		$523K Buy
14,616
+32
+0.2% +$1.22K 0.24% 48
2024
Q4 		$553K Buy
+14,584
New +$559K 0.27% 49

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Freedom Financial Partners's DFSU Position: Q2 2026 in Review

Freedom Financial Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 13% in Q2 2026, selling an estimated $109K and leaving 15,585 shares worth $727K. The position accounts for 0.24% of the portfolio, ranked #50.

Freedom Financial Partners first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. The position peaked at $776K in Q4 2025. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Freedom Financial Partners held 15,585 shares of Dimensional US Sustainability Core 1 ETF worth $727K as of Q2 2026.
  • Freedom Financial Partners sold 2,419 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $109K.
  • Dimensional US Sustainability Core 1 ETF made up 0.24% of Freedom Financial Partners's portfolio in Q2 2026, its #50 holding.
  • Freedom Financial Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's Dimensional US Sustainability Core 1 ETF position peaked at $776K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.