MCM
DFSU

MAI Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

MAI Capital Management’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 		– Sell
-138
Closed -$5.67K – 2728
2026
Q1 		$5.67K Hold
138
– – ﹤0.01% 3448
2025
Q4 		$5.99K Hold
138
– – ﹤0.01% 3045
2025
Q3 		$5.86K Hold
138
– – ﹤0.01% 2960
2025
Q2 		$5.42K Buy
+138
New +$5.03K ﹤0.01% 3014

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

MAI Capital Management's DFSU Position: Q2 2026 in Review

MAI Capital Management sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 138 shares — an estimated $5.67K sold.

MAI Capital Management first reported a position in DFSU in Q2 2025 and held it in 4 quarters. The position peaked at $5.99K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • MAI Capital Management reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 138 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.67K.
  • MAI Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Dimensional US Sustainability Core 1 ETF position peaked at $5.99K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.