Osaic Holdings’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Osaic Holdings’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	$3.11M	Buy	66,613 +45,112	+210%	+$2.04M	﹤0.01%	1925
2026 Q1	$883K	Buy	21,501 +4,030	+23%	+$174K	﹤0.01%	2829
2025 Q4	$759K	Buy	17,471 +2,353	+16%	+$101K	﹤0.01%	2953
2025 Q3	$642K	Buy	15,118 +1,765	+13%	+$72.2K	﹤0.01%	3213
2025 Q2	$524K	Hold	13,353	–	–	﹤0.01%	3093
2025 Q1	$478K	Buy	+13,353	New	+$507K	﹤0.01%	2919
2024 Q4	–	Sell	-18,010	Closed	-$670K	–	7462
2024 Q3	$670K	Buy	18,010 +15,481	+612%	+$553K	﹤0.01%	2597
2024 Q2	$88.2K	Sell	2,529 -1,693	-40%	-$57.4K	﹤0.01%	4243
2024 Q1	$145K	Buy	4,222 +6	+0.1%	+$195	﹤0.01%	3942
2023 Q4	$131K	Buy	4,216 +17	+0.4%	+$490	﹤0.01%	4232
2023 Q3	$117K	Buy	4,199 +1,699	+68%	+$49.1K	﹤0.01%	4393
2023 Q2	$71.8K	Buy	+2,500	New	+$67.7K	﹤0.01%	4704

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Osaic Holdings's DFSU Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 210% in Q2 2026, buying an estimated $2.04M and bringing the position to 66,613 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Osaic Holdings first reported a position in DFSU in Q2 2023 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Osaic Holdings held 66,613 shares of Dimensional US Sustainability Core 1 ETF worth $3.11M as of Q2 2026.
Osaic Holdings bought 45,112 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.04M.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1925 holding.
Osaic Holdings first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.