MPW
DFSU

MASECO Private Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

MASECO Private Wealth’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 		$96.5M Buy
2,068,712
+44,357
+2% +$2.01M 2.71% 14
2026
Q1 		$83.3M Buy
2,024,355
+70,674
+4% +$3.06M 2.61% 13
2025
Q4 		$84.8M Buy
1,953,681
+69,366
+4% +$2.98M 3.69% 7
2025
Q3 		$80M Buy
1,884,315
+46,906
+3% +$1.92M 3.87% 7
2025
Q2 		$72.2M Buy
+1,837,409
New +$67M 2.75% 12

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
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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

MASECO Private Wealth's DFSU Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.2% in Q2 2026, buying an estimated $2.01M and bringing the position to 2,068,712 shares worth $96.5M. The position accounts for 2.71% of the portfolio, ranked #14.

MASECO Private Wealth first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • MASECO Private Wealth held 2,068,712 shares of Dimensional US Sustainability Core 1 ETF worth $96.5M as of Q2 2026.
  • MASECO Private Wealth bought 44,357 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.01M.
  • Dimensional US Sustainability Core 1 ETF made up 2.71% of MASECO Private Wealth's portfolio in Q2 2026, its #14 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.