MAC
DFSU

Mason & Associates (California)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Mason & Associates (California)’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 		$1.68M Buy
36,097
+2,580
+8% +$117K 0.27% 52
2026
Q1 		$1.34M Buy
33,517
+1,119
+3% +$48.4K 0.26% 51
2025
Q4 		$1.41M Buy
+32,398
New +$1.39M 0.26% 51

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

Mason & Associates (California)'s DFSU Position: Q2 2026 in Review

Mason & Associates (California) increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.7% in Q2 2026, buying an estimated $117K and bringing the position to 36,097 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #52.

Mason & Associates (California) first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Mason & Associates (California) held 36,097 shares of Dimensional US Sustainability Core 1 ETF worth $1.68M as of Q2 2026.
  • Mason & Associates (California) bought 2,580 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $117K.
  • Dimensional US Sustainability Core 1 ETF made up 0.27% of Mason & Associates (California)'s portfolio in Q2 2026, its #52 holding.
  • Mason & Associates (California) first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.