Hicks Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Hicks Capital 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	$858K	Hold	18,410	–	–	0.7%	28
2026 Q1	$756K	Hold	18,410	–	–	0.76%	25
2025 Q4	$800K	Hold	18,410	–	–	0.81%	23
2025 Q3	$782K	Hold	18,410	–	–	1.28%	21
2025 Q2	$723K	Sell	18,410 -746	-4%	-$27.2K	1.14%	19
2025 Q1	$686K	Buy	+19,156	New	+$727K	0.91%	21

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

Hicks Capital Management's DFSU Position: Q2 2026 in Review

Hicks Capital Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 18,410 shares worth $858K. The position accounts for 0.7% of the portfolio, ranked #28.

Hicks Capital Management first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Hicks Capital Management held 18,410 shares of Dimensional US Sustainability Core 1 ETF worth $858K as of Q2 2026.
Hicks Capital Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.7% of Hicks Capital Management's portfolio in Q2 2026, its #28 holding.
Hicks Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.