OIA
DFSU

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

OneDigital Investment 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 		$9.41M Buy
228,918
+13,091
+6% +$566K 0.09% 182
2025
Q4 		$9.37M Buy
215,827
+20,387
+10% +$875K 0.09% 181
2025
Q3 		$8.3M Buy
195,440
+11,651
+6% +$477K 0.09% 188
2025
Q2 		$7.21M Sell
183,789
-15,599
-8% -$569K 0.08% 194
2025
Q1 		$7.14M Buy
199,388
+14,622
+8% +$555K 0.08% 187
2024
Q4 		$7M Sell
184,766
-1,879
-1% -$72K 0.08% 193
2024
Q3 		$6.94M Buy
186,645
+60,276
+48% +$2.15M 0.08% 198
2024
Q2 		$4.41M Buy
126,369
+56,930
+82% +$1.93M 0.06% 253
2024
Q1 		$2.39M Buy
69,439
+46,371
+201% +$1.51M 0.04% 297
2023
Q4 		$718K Buy
+23,068
New +$664K 0.01% 584

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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $311M AUM 27.35% 1-Year Est. Return

OneDigital Investment Advisors's DFSU Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 6.1% in Q1 2026, buying an estimated $566K and bringing the position to 228,918 shares worth $9.41M. The position accounts for 0.09% of the portfolio, ranked #182.

OneDigital Investment Advisors first reported a position in DFSU in Q4 2023 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • OneDigital Investment Advisors held 228,918 shares of Dimensional US Sustainability Core 1 ETF worth $9.41M as of Q1 2026.
  • OneDigital Investment Advisors bought 13,091 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $566K.
  • Dimensional US Sustainability Core 1 ETF made up 0.09% of OneDigital Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.