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

Northland 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	$4.34M	Sell	93,107 -5,053	-5%	-$229K	2.34%	13
2026 Q1	$4.03M	Sell	98,160 -33,081	-25%	-$1.43M	2.21%	15
2025 Q4	$5.7M	Sell	131,241 -2,677	-2%	-$115K	3.19%	10
2025 Q3	$5.69M	Buy	133,918 +11,389	+9%	+$466K	3.33%	10
2025 Q2	$4.81M	Buy	122,529 +9,656	+9%	+$352K	2.96%	10
2025 Q1	$4.04M	Sell	112,873 -5,116	-4%	-$194K	2.73%	13
2024 Q4	$4.47M	Sell	117,989 -16,465	-12%	-$631K	3.32%	8
2024 Q3	$5M	Buy	134,454 +11,354	+9%	+$406K	2.86%	12
2024 Q2	$4.29M	Buy	123,100 +13,822	+13%	+$468K	3%	12
2024 Q1	$3.76M	Sell	109,278 -1,996	-2%	-$64.9K	2.63%	12
2023 Q4	$3.46M	Buy	111,274 +1,662	+2%	+$47.9K	2.32%	13
2023 Q3	$3.04M	Buy	109,612 +38,987	+55%	+$1.13M	2.06%	13
2023 Q2	$2.03M	Buy	+70,625	New	+$1.91M	1.5%	19

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Northland Capital Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.1% in Q2 2026, selling an estimated $229K and leaving 93,107 shares worth $4.34M. The position accounts for 2.34% of the portfolio, ranked #13.

Northland Capital Management first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.7M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Northland Capital Management held 93,107 shares of Dimensional US Sustainability Core 1 ETF worth $4.34M as of Q2 2026.
Northland Capital Management sold 5,053 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $229K.
Dimensional US Sustainability Core 1 ETF made up 2.34% of Northland Capital Management's portfolio in Q2 2026, its #13 holding.
Northland Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
Northland Capital Management's Dimensional US Sustainability Core 1 ETF position peaked at $5.7M in Q4 2025.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Northland Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.