MCM
DFSU

Morton Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Morton Capital Management’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 		$370K Buy
7,925
+2
+0% +$90 0.05% 101
2026
Q1 		$326K Buy
7,923
+203
+3% +$8.78K 0.05% 94
2025
Q4 		$335K Sell
7,720
-116
-1% -$4.98K 0.05% 88
2025
Q3 		$333K Buy
7,836
+543
+7% +$22.2K 0.05% 89
2025
Q2 		$286K Buy
+7,293
New +$266K 0.05% 95

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

Morton Capital Management's DFSU Position: Q2 2026 in Review

Morton Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.03% in Q2 2026, buying an estimated $90 and bringing the position to 7,925 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #101.

Morton Capital Management 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.

  • Morton Capital Management held 7,925 shares of Dimensional US Sustainability Core 1 ETF worth $370K as of Q2 2026.
  • Morton Capital Management bought 2 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $90.
  • Dimensional US Sustainability Core 1 ETF made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #101 holding.
  • Morton Capital Management 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 Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.