OPF
DFSU

Old Peak Finance’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Old Peak Finance’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 		$1.26M Buy
27,046
+4,784
+21% +$216K 0.61% 20
2026
Q1 		$915K Buy
22,262
+792
+4% +$34.2K 0.53% 20
2025
Q4 		$932K Buy
+21,470
New +$922K 0.58% 21

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

Old Peak Finance's DFSU Position: Q2 2026 in Review

Old Peak Finance increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 21% in Q2 2026, buying an estimated $216K and bringing the position to 27,046 shares worth $1.26M. The position accounts for 0.61% of the portfolio, ranked #20.

Old Peak Finance first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Old Peak Finance held 27,046 shares of Dimensional US Sustainability Core 1 ETF worth $1.26M as of Q2 2026.
  • Old Peak Finance bought 4,784 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $216K.
  • Dimensional US Sustainability Core 1 ETF made up 0.61% of Old Peak Finance's portfolio in Q2 2026, its #20 holding.
  • Old Peak Finance first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.