Mercer Global Advisors
DFSU

Mercer Global Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Mercer Global Advisors’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 		$15.7M Buy
383,194
+93,433
+32% +$4.04M 0.02% 373
2025
Q4 		$12.6M Buy
289,761
+49,677
+21% +$2.13M 0.02% 437
2025
Q3 		$10.2M Buy
240,084
+177,720
+285% +$7.27M 0.02% 458
2025
Q2 		$2.45M Buy
62,364
+28,473
+84% +$1.04M 0.01% 805
2025
Q1 		$1.21M Buy
33,891
+26,819
+379% +$1.02M ﹤0.01% 1040
2024
Q4 		$268K Hold
7,072
– – ﹤0.01% 1815
2024
Q3 		$261K Hold
7,072
– – ﹤0.01% 1679
2024
Q2 		$247K Hold
7,072
– – ﹤0.01% 1683
2024
Q1 		$243K Hold
7,072
– – ﹤0.01% 1680
2023
Q4 		$220K Buy
+7,072
New +$204K ﹤0.01% 1782
2023
Q3 		– Sell
-7,072
Closed -$203K – 1976
2023
Q2 		$203K Buy
+7,072
New +$191K ﹤0.01% 1738

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 $276M AUM 20.55% 1-Year Est. Return