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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
Q2 		$1.87M Sell
40,048
-5,972
-13% -$270K 0.01% 1258
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 $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

NewEdge Advisors's DFSU Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 13% in Q2 2026, selling an estimated $270K and leaving 40,048 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1258.

NewEdge Advisors first reported a position in DFSU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.9M in Q4 2024. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • NewEdge Advisors held 40,048 shares of Dimensional US Sustainability Core 1 ETF worth $1.87M as of Q2 2026.
  • NewEdge Advisors sold 5,972 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $270K.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1258 holding.
  • NewEdge Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • NewEdge Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $2.9M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.