KCWM
DFSU

Kane Co Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Kane Co Wealth 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 		$219K Buy
+4,700
New +$213K 0.17% 51
2026
Q1 		– Sell
-4,725
Closed -$205K – 53
2025
Q4 		$205K Buy
+4,725
New +$203K 0.18% 47

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

Kane Co Wealth Management's DFSU Position: Q2 2026 in Review

Kane Co Wealth Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 4,700 shares worth $219K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings. This is a return to the name: Kane Co Wealth Management previously reported a position in DFSU as recently as Q4 2025.

Kane Co Wealth Management first reported a position in DFSU in Q4 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Kane Co Wealth Management held 4,700 shares of Dimensional US Sustainability Core 1 ETF worth $219K as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new Kane Co Wealth Management position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.17% of Kane Co Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Kane Co Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Kane Co Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.