LPL Financial
DFSU

LPL Financial’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

LPL Financial’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 		$6.89M Buy
167,718
+21,019
+14% +$909K ﹤0.01% 2349
2025
Q4 		$6.37M Buy
146,699
+29,316
+25% +$1.26M ﹤0.01% 2330
2025
Q3 		$4.99M Buy
117,383
+27,781
+31% +$1.14M ﹤0.01% 2460
2025
Q2 		$3.52M Buy
89,602
+14,207
+19% +$518K ﹤0.01% 2599
2025
Q1 		$2.7M Buy
75,395
+21,122
+39% +$802K ﹤0.01% 2681
2024
Q4 		$2.06M Buy
54,273
+11,637
+27% +$446K ﹤0.01% 2836
2024
Q3 		$1.59M Buy
42,636
+3,933
+10% +$140K ﹤0.01% 2958
2024
Q2 		$1.35M Buy
38,703
+10,154
+36% +$344K ﹤0.01% 2964
2024
Q1 		$982K Buy
28,549
+10,532
+58% +$342K ﹤0.01% 3195
2023
Q4 		$561K Buy
18,017
+9,992
+125% +$288K ﹤0.01% 3578
2023
Q3 		$223K Buy
+8,025
New +$232K ﹤0.01% 4158

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return