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DFSU

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

NewEdge 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 		$1.89M Hold
46,020
– – 0.01% 1142
2025
Q4 		$2M Sell
46,020
-6,992
-13% -$300K 0.01% 1077
2025
Q3 		$2.25M Sell
53,012
-8,366
-14% -$342K 0.01% 953
2025
Q2 		$2.41M Sell
61,378
-3,409
-5% -$124K 0.01% 849
2025
Q1 		$2.32M Sell
64,787
-11,746
-15% -$446K 0.01% 795
2024
Q4 		$2.9M Buy
76,533
+21,335
+39% +$817K 0.02% 676
2024
Q3 		$2.05M Buy
55,198
+1,856
+3% +$66.3K 0.01% 786
2024
Q2 		$1.86M Sell
53,342
-1,215
-2% -$41.2K 0.01% 786
2024
Q1 		$1.88M Buy
54,557
+8
+0% +$260 0.02% 719
2023
Q4 		$1.72M Buy
54,549
+28,094
+106% +$809K 0.02% 721
2023
Q3 		$734K Buy
+26,455
New +$765K 0.01% 1002

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