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DFSU

NWAM LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

NWAM LLC’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 		$9.84M Buy
210,940
+1,590
+0.8% +$71.9K 0.49% 40
2026
Q1 		$8.6M Buy
209,350
+3,115
+2% +$135K 0.5% 45
2025
Q4 		$8.96M Sell
206,235
-8,736
-4% -$375K 0.5% 43
2025
Q3 		$9.13M Buy
214,971
+11,144
+5% +$456K 0.5% 40
2025
Q2 		$8M Sell
203,827
-8,866
-4% -$323K 0.46% 44
2025
Q1 		$7.62M Buy
212,693
+2,612
+1% +$99.2K 0.66% 23
2024
Q4 		$7.96M Buy
210,081
+21,041
+11% +$806K 0.49% 43
2024
Q3 		$7.03M Buy
+189,040
New +$6.75M 0.43% 46
2024
Q2 		– Sell
-183,430
Closed -$6.31M – 241
2024
Q1 		$6.31M Sell
183,430
-4,871
-3% -$158K 0.51% 40
2023
Q4 		$5.86M Buy
188,301
+8,516
+5% +$245K 0.47% 45
2023
Q3 		$4.99M Buy
179,785
+131,599
+273% +$3.8M 0.51% 38
2023
Q2 		$1.38M Buy
+48,186
New +$1.3M 0.11% 179
2023
Q1 		– Sell
-27,115
Closed -$676K – 503
2022
Q4 		$676K Buy
+27,115
New +$689K 0.06% 260

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

NWAM LLC's DFSU Position: Q2 2026 in Review

NWAM LLC increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.76% in Q2 2026, buying an estimated $71.9K and bringing the position to 210,940 shares worth $9.84M. The position accounts for 0.49% of the portfolio, ranked #40.

NWAM LLC first reported a position in DFSU in Q4 2022 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • NWAM LLC held 210,940 shares of Dimensional US Sustainability Core 1 ETF worth $9.84M as of Q2 2026.
  • NWAM LLC bought 1,590 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $71.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.49% of NWAM LLC's portfolio in Q2 2026, its #40 holding.
  • NWAM LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.