MF
DFSU

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

Montis Financial’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 		$736K Hold
15,786
– – 0.15% 79
2026
Q1 		$649K Hold
15,786
– – 0.13% 78
2025
Q4 		$686K Hold
15,786
– – 0.14% 82
2025
Q3 		$670K Buy
+15,786
New +$646K 0.15% 87

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

Montis Financial's DFSU Position: Q2 2026 in Review

Montis Financial held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 15,786 shares worth $736K. The position accounts for 0.15% of the portfolio, ranked #79.

Montis Financial first reported a position in DFSU in Q3 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Montis Financial held 15,786 shares of Dimensional US Sustainability Core 1 ETF worth $736K as of Q2 2026.
  • Montis Financial left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.15% of Montis Financial's portfolio in Q2 2026, its #79 holding.
  • Montis Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.