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
Q2 		$8.63M Buy
185,046
+17,328
+10% +$784K ﹤0.01% 2289
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 $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

LPL Financial's DFSU Position: Q2 2026 in Review

LPL Financial increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 10% in Q2 2026, buying an estimated $784K and bringing the position to 185,046 shares worth $8.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

LPL Financial first reported a position in DFSU in Q3 2023 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • LPL Financial held 185,046 shares of Dimensional US Sustainability Core 1 ETF worth $8.63M as of Q2 2026.
  • LPL Financial bought 17,328 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $784K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2289 holding.
  • LPL Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.