OFI
DFSU

Outbound Financial Inc’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Outbound Financial Inc’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 		$1.25M Sell
26,821
-379
-1% -$17.1K 0.81% 23
2026
Q1 		$1.12M Sell
27,200
-210
-0.8% -$9.08K 0.84% 22
2025
Q4 		$1.19M Sell
27,410
-60
-0.2% -$2.58K 0.93% 22
2025
Q3 		$1.17M Sell
27,470
-685
-2% -$28K 0.95% 22
2025
Q2 		$1.11M Buy
+28,155
New +$1.03M 1.01% 22

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Outbound Financial Inc's DFSU Position: Q2 2026 in Review

Outbound Financial Inc reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.4% in Q2 2026, selling an estimated $17.1K and leaving 26,821 shares worth $1.25M. The position accounts for 0.81% of the portfolio, ranked #23.

Outbound Financial Inc first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Outbound Financial Inc held 26,821 shares of Dimensional US Sustainability Core 1 ETF worth $1.25M as of Q2 2026.
  • Outbound Financial Inc sold 379 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $17.1K.
  • Dimensional US Sustainability Core 1 ETF made up 0.81% of Outbound Financial Inc's portfolio in Q2 2026, its #23 holding.
  • Outbound Financial Inc first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.