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
Q2 		$966K Sell
20,718
-4,178
-17% -$189K ﹤0.01% 1976
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 $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

Mariner's DFSU Position: Q2 2026 in Review

Mariner reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 17% in Q2 2026, selling an estimated $189K and leaving 20,718 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Mariner first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Mariner held 20,718 shares of Dimensional US Sustainability Core 1 ETF worth $966K as of Q2 2026.
  • Mariner sold 4,178 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $189K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1976 holding.
  • Mariner first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Mariner's Dimensional US Sustainability Core 1 ETF position peaked at $1.02M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.