Mariner
DFSU

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

Mariner’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 		$1.02M Buy
24,896
+3,318
+15% +$143K ﹤0.01% 1951
2025
Q4 		$937K Buy
21,578
+7,239
+50% +$311K ﹤0.01% 1994
2025
Q3 		$609K Buy
14,339
+148
+1% +$6.05K ﹤0.01% 2275
2025
Q2 		$557K Buy
14,191
+5,366
+61% +$196K ﹤0.01% 2240
2025
Q1 		$316K Hold
8,825
– – ﹤0.01% 2574
2024
Q4 		$334K Hold
8,825
– – ﹤0.01% 2529
2024
Q3 		$328K Buy
8,825
+697
+9% +$24.9K ﹤0.01% 2497
2024
Q2 		$283K Hold
8,128
– – ﹤0.01% 2501
2024
Q1 		$280K Buy
+8,128
New +$264K ﹤0.01% 2499

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 $311M AUM 27.35% 1-Year Est. Return