JC
DFSU

Jentner Corp’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Jentner Corp’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
2025
Q2 		$2.05M Buy
52,231
+2,853
+6% +$104K 0.55% 12
2025
Q1 		$1.77M Buy
49,378
+2,750
+6% +$104K 0.53% 13
2024
Q4 		$1.77M Buy
46,628
+41,048
+736% +$1.57M 0.51% 14
2024
Q3 		$207K Buy
+5,580
New +$199K 0.06% 57

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jentner Corp's DFSU Position: Q2 2025 in Review

Jentner Corp increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.8% in Q2 2025, buying an estimated $104K and bringing the position to 52,231 shares worth $2.05M. The position accounts for 0.55% of the portfolio, ranked #12.

Jentner Corp first reported a position in DFSU in Q3 2024 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Jentner Corp held 52,231 shares of Dimensional US Sustainability Core 1 ETF worth $2.05M as of Q2 2025.
  • Jentner Corp bought 2,853 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $104K.
  • Dimensional US Sustainability Core 1 ETF made up 0.55% of Jentner Corp's portfolio in Q2 2025, its #12 holding.
  • Jentner Corp first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.