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
Q2 		$713K Buy
15,281
+1,397
+10% +$63.2K 0.09% 36
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 $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

Glassman Wealth Services's DFSU Position: Q2 2026 in Review

Glassman Wealth Services increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 10% in Q2 2026, buying an estimated $63.2K and bringing the position to 15,281 shares worth $713K. The position accounts for 0.09% of the portfolio, ranked #36.

Glassman Wealth Services first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Glassman Wealth Services held 15,281 shares of Dimensional US Sustainability Core 1 ETF worth $713K as of Q2 2026.
  • Glassman Wealth Services bought 1,397 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $63.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.09% of Glassman Wealth Services's portfolio in Q2 2026, its #36 holding.
  • Glassman Wealth Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.