LAMC
DFSU

Longview Asset Management (California)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Longview Asset Management (California)’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 		$3.31M Sell
71,062
-236
-0.3% -$10.7K 1.64% 12
2026
Q1 		$2.93M Buy
71,298
+8,882
+14% +$384K 1.59% 12
2025
Q4 		$2.71M Buy
62,416
+773
+1% +$33.2K 1.49% 12
2025
Q3 		$2.62M Buy
61,643
+13,883
+29% +$568K 1.51% 12
2025
Q2 		$1.87M Sell
47,760
-8,993
-16% -$328K 1.17% 13
2025
Q1 		$2.03M Buy
56,753
+5,282
+10% +$201K 1.34% 14
2024
Q4 		$1.95M Buy
+51,471
New +$1.97M 1.31% 13

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

Longview Asset Management (California)'s DFSU Position: Q2 2026 in Review

Longview Asset Management (California) reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.33% in Q2 2026, selling an estimated $10.7K and leaving 71,062 shares worth $3.31M. The position accounts for 1.64% of the portfolio, ranked #12.

Longview Asset Management (California) 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.

  • Longview Asset Management (California) held 71,062 shares of Dimensional US Sustainability Core 1 ETF worth $3.31M as of Q2 2026.
  • Longview Asset Management (California) sold 236 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $10.7K.
  • Dimensional US Sustainability Core 1 ETF made up 1.64% of Longview Asset Management (California)'s portfolio in Q2 2026, its #12 holding.
  • Longview Asset Management (California) 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 Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.