JFS Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

JFS Wealth Advisors’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	$210K	Sell	4,499 -18	-0.4%	-$814	0.01%	327
2026 Q1	$186K	Sell	4,517 -196	-4%	-$8.47K	0.01%	337
2025 Q4	$205K	Hold	4,713	–	–	0.01%	319
2025 Q3	$200K	Hold	4,713	–	–	0.01%	327
2025 Q2	$185K	Hold	4,713	–	–	0.01%	308
2025 Q1	$169K	Hold	4,713	–	–	0.01%	322
2024 Q4	$179K	Hold	4,713	–	–	0.01%	300
2024 Q3	$175K	Hold	4,713	–	–	0.01%	301
2024 Q2	$164K	Hold	4,713	–	–	0.01%	258
2024 Q1	$162K	Hold	4,713	–	–	0.01%	260
2023 Q4	$147K	Hold	4,713	–	–	0.01%	258
2023 Q3	$131K	Sell	4,713 -843	-15%	-$24.4K	0.01%	257
2023 Q2	$159K	Buy	+5,556	New	+$150K	0.01%	238

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

JFS Wealth Advisors's DFSU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.4% in Q2 2026, selling an estimated $814 and leaving 4,499 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #327.

JFS Wealth Advisors first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

JFS Wealth Advisors held 4,499 shares of Dimensional US Sustainability Core 1 ETF worth $210K as of Q2 2026.
JFS Wealth Advisors sold 18 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $814.
Dimensional US Sustainability Core 1 ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #327 holding.
JFS Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.