JAA
DFSU

Joel Adams & Associates’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Joel Adams & Associates’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 		$2.28M Buy
48,915
+1,318
+3% +$59.6K 1.46% 14
2026
Q1 		$1.96M Buy
47,597
+23,753
+100% +$1.03M 1.45% 15
2025
Q4 		$1.04M Buy
23,844
+371
+2% +$15.9K 0.78% 24
2025
Q3 		$997K Buy
23,473
+149
+0.6% +$6.1K 0.8% 24
2025
Q2 		$915K Buy
23,324
+219
+0.9% +$7.99K 0.81% 22
2025
Q1 		$827K Buy
23,105
+314
+1% +$11.9K 0.74% 23
2024
Q4 		$864K Buy
+22,791
New +$873K 0.78% 21

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

Joel Adams & Associates's DFSU Position: Q2 2026 in Review

Joel Adams & Associates increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.8% in Q2 2026, buying an estimated $59.6K and bringing the position to 48,915 shares worth $2.28M. The position accounts for 1.46% of the portfolio, ranked #14.

Joel Adams & Associates first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Joel Adams & Associates held 48,915 shares of Dimensional US Sustainability Core 1 ETF worth $2.28M as of Q2 2026.
  • Joel Adams & Associates bought 1,318 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $59.6K.
  • Dimensional US Sustainability Core 1 ETF made up 1.46% of Joel Adams & Associates's portfolio in Q2 2026, its #14 holding.
  • Joel Adams & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.