Osaic Holdings
DFSU

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
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

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