OWM
DFSU

Opes Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Opes Wealth 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
Q1 		$750K Buy
18,246
+300
+2% +$13K 0.12% 80
2025
Q4 		$779K Buy
17,946
+70
+0.4% +$3K 0.13% 83
2025
Q3 		$759K Buy
17,876
+100
+0.6% +$4.09K 0.13% 78
2025
Q2 		$698K Buy
17,776
+75
+0.4% +$2.73K 0.12% 84
2025
Q1 		$634K Buy
17,701
+460
+3% +$17.5K 0.13% 80
2024
Q4 		$653K Buy
17,241
+30
+0.2% +$1.15K 0.13% 73
2024
Q3 		$640K Buy
17,211
+730
+4% +$26.1K 0.12% 70
2024
Q2 		$575K Buy
16,481
+85
+0.5% +$2.88K 0.12% 75
2024
Q1 		$564K Buy
+16,396
New +$533K 0.13% 76

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 $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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

Opes Wealth Management's DFSU Position: Q1 2026 in Review

Opes Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.7% in Q1 2026, buying an estimated $13K and bringing the position to 18,246 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #80.

Opes Wealth Management first reported a position in DFSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $779K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Opes Wealth Management held 18,246 shares of Dimensional US Sustainability Core 1 ETF worth $750K as of Q1 2026.
  • Opes Wealth Management bought 300 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $13K.
  • Dimensional US Sustainability Core 1 ETF made up 0.12% of Opes Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Opes Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
  • Opes Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $779K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.