Gemmer Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Gemmer Asset 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 Q2	$224K	Sell	4,799 -1,109	-19%	-$50.2K	0.02%	175
2026 Q1	$243K	Buy	5,908 +14	+0.2%	+$605	0.02%	158
2025 Q4	$256K	Buy	5,894 +13	+0.2%	+$558	0.02%	149
2025 Q3	$250K	Buy	5,881 +13	+0.2%	+$532	0.02%	147
2025 Q2	$230K	Buy	+5,868	New	+$214K	0.02%	151

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Gemmer Asset Management's DFSU Position: Q2 2026 in Review

Gemmer Asset Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 19% in Q2 2026, selling an estimated $50.2K and leaving 4,799 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #175.

Gemmer Asset Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Gemmer Asset Management held 4,799 shares of Dimensional US Sustainability Core 1 ETF worth $224K as of Q2 2026.
Gemmer Asset Management sold 1,109 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $50.2K.
Dimensional US Sustainability Core 1 ETF made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #175 holding.
Gemmer Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
Gemmer Asset Management's Dimensional US Sustainability Core 1 ETF position peaked at $256K in Q4 2025.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.