GWS
DFSU

Glassman Wealth Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Glassman Wealth Services’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 		$570K Buy
13,884
+1,143
+9% +$49.4K 0.08% 41
2025
Q4 		$553K Buy
12,741
+1,618
+15% +$69.4K 0.07% 42
2025
Q3 		$472K Sell
11,123
-256
-2% -$10.5K 0.07% 47
2025
Q2 		$447K Buy
11,379
+4,037
+55% +$147K 0.07% 47
2025
Q1 		$263K Buy
7,342
+1,902
+35% +$72.2K 0.04% 62
2024
Q4 		$206K Buy
5,440
+1,085
+25% +$41.6K 0.03% 65
2024
Q3 		$162K Buy
4,355
+318
+8% +$11.4K 0.03% 73
2024
Q2 		$141K Buy
4,037
+259
+7% +$8.78K 0.03% 81
2024
Q1 		$130K Buy
3,778
+657
+21% +$21.3K 0.03% 79
2023
Q4 		$97.2K Buy
3,121
+2,836
+995% +$81.7K 0.01% 306
2023
Q3 		$7.91K Hold
285
– – ﹤0.01% 921
2023
Q2 		$8.18K Hold
285
– – ﹤0.01% 864
2023
Q1 		$7.59K Hold
285
– – ﹤0.01% 883
2022
Q4 		$7.11K Buy
+285
New +$7.24K ﹤0.01% 929

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 $276M AUM 20.55% 1-Year Est. Return