PCM
DFSU

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

Passive 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 		$444K Hold
10,800
– – 0.13% 66
2025
Q4 		$469K Hold
10,800
– – 0.15% 63
2025
Q3 		$459K Hold
10,800
– – 0.15% 61
2025
Q2 		$427K Hold
10,800
– – 0.13% 60
2025
Q1 		$387K Hold
10,800
– – 0.12% 61
2024
Q4 		$409K Hold
10,800
– – 0.14% 50
2024
Q3 		$402K Hold
10,800
– – 0.14% 48
2024
Q2 		$376K Hold
10,800
– – 0.14% 47
2024
Q1 		$372K Hold
10,800
– – 0.15% 45
2023
Q4 		$336K Hold
10,800
– – 0.14% 47
2023
Q3 		$300K Hold
10,800
– – 0.13% 47
2023
Q2 		$310K Hold
10,800
– – 0.13% 45
2023
Q1 		$287K Hold
10,800
– – 0.13% 47
2022
Q4 		$269K Buy
+10,800
New +$274K 0.12% 46

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 $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

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

Passive Capital Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 10,800 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #66.

Passive Capital Management first reported a position in DFSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $469K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Passive Capital Management held 10,800 shares of Dimensional US Sustainability Core 1 ETF worth $444K as of Q1 2026.
  • Passive Capital Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.13% of Passive Capital Management's portfolio in Q1 2026, its #66 holding.
  • Passive Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • Passive Capital Management's Dimensional US Sustainability Core 1 ETF position peaked at $469K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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