LPT
DFSU

Legacy Private Trust’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-7,547
Closed -$328K – 264
2025
Q4 		$328K Buy
+7,547
New +$324K 0.02% 226

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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Legacy Private Trust's DFSU Position: Q1 2026 in Review

Legacy Private Trust sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2026, closing a stake of 7,547 shares — an estimated $328K sold.

Legacy Private Trust first reported a position in DFSU in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 260 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Legacy Private Trust reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Private Trust sold 7,547 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $328K.
  • Legacy Private Trust first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Private Trust's Dimensional US Sustainability Core 1 ETF position peaked at $328K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.