Hill Island Financial’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Hill Island Financial’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	$1.93M	Buy	41,414 +9,545	+30%	+$432K	0.41%	24
2026 Q1	$1.31M	Buy	31,869 +1,943	+6%	+$84K	0.32%	27
2025 Q4	$1.3M	Buy	29,926 +3,051	+11%	+$131K	0.31%	28
2025 Q3	$1.14M	Buy	26,875 +3,707	+16%	+$152K	0.28%	30
2025 Q2	$909K	Sell	23,168 -1,318	-5%	-$48.1K	0.25%	33
2025 Q1	$877K	Buy	+24,486	New	+$930K	0.26%	31

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

Hill Island Financial's DFSU Position: Q2 2026 in Review

Hill Island Financial increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 30% in Q2 2026, buying an estimated $432K and bringing the position to 41,414 shares worth $1.93M. The position accounts for 0.41% of the portfolio, ranked #24.

Hill Island Financial first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Hill Island Financial held 41,414 shares of Dimensional US Sustainability Core 1 ETF worth $1.93M as of Q2 2026.
Hill Island Financial bought 9,545 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $432K.
Dimensional US Sustainability Core 1 ETF made up 0.41% of Hill Island Financial's portfolio in Q2 2026, its #24 holding.
Hill Island Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.