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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return