OCM
DFSU

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

Orion 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
Q1 		$764K Sell
18,604
-3,589
-16% -$155K 0.26% 62
2025
Q4 		$964K Buy
22,193
+36
+0.2% +$1.54K 0.32% 52
2025
Q3 		$941K Sell
22,157
-633
-3% -$25.9K 0.33% 53
2025
Q2 		$895K Buy
22,790
+463
+2% +$16.9K 0.34% 50
2025
Q1 		$800K Sell
22,327
-1,074
-5% -$40.8K 0.34% 57
2024
Q4 		$887K Sell
23,401
-403
-2% -$15.4K 0.39% 47
2024
Q3 		$885K Sell
23,804
-110
-0.5% -$3.93K 0.43% 49
2024
Q2 		$834K Sell
23,914
-6,470
-21% -$219K 0.44% 44
2024
Q1 		$1.05M Buy
30,384
+16
+0.1% +$520 0.56% 37
2023
Q4 		$945K Buy
30,368
+773
+3% +$22.3K 0.55% 39
2023
Q3 		$821K Buy
29,595
+14,850
+101% +$429K 0.53% 39
2023
Q2 		$423K Buy
14,745
+11,331
+332% +$307K 0.28% 79
2023
Q1 		$90.9K Buy
+3,414
New +$89.7K 0.06% 166

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
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

Orion Capital Management's DFSU Position: Q1 2026 in Review

Orion Capital Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 16% in Q1 2026, selling an estimated $155K and leaving 18,604 shares worth $764K. The position accounts for 0.26% of the portfolio, ranked #62.

Orion Capital Management first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2024. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Orion Capital Management held 18,604 shares of Dimensional US Sustainability Core 1 ETF worth $764K as of Q1 2026.
  • Orion Capital Management sold 3,589 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $155K.
  • Dimensional US Sustainability Core 1 ETF made up 0.26% of Orion Capital Management's portfolio in Q1 2026, its #62 holding.
  • Orion Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Orion Capital Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.05M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.