Pathstone Holdings
DFSU

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

Pathstone 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 		$70.3M Buy
1,508,057
+275,779
+22% +$12.5M 0.2% 83
2026
Q1 		$50.6M Buy
1,232,278
+204,376
+20% +$8.84M 0.2% 76
2025
Q4 		$44.6M Buy
1,027,902
+402,250
+64% +$17.3M 0.17% 84
2025
Q3 		$26.6M Buy
625,652
+286,295
+84% +$11.7M 0.1% 134
2025
Q2 		$13.3M Sell
339,357
-11,575
-3% -$422K 0.05% 242
2025
Q1 		$12.8M Buy
350,932
+299
+0.1% +$11.4K 0.06% 256
2024
Q4 		$13.5M Buy
350,633
+81,563
+30% +$3.12M 0.06% 225
2024
Q3 		$10M Buy
269,070
+21,405
+9% +$764K 0.04% 315
2024
Q2 		$8.63M Buy
247,665
+40,846
+20% +$1.38M 0.04% 347
2024
Q1 		$7.12M Sell
206,819
-8,656
-4% -$281K 0.03% 411
2023
Q4 		$6.71M Buy
+215,475
New +$6.21M 0.04% 356

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 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
Focus Partners Wealth
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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Pathstone Holdings's DFSU Position: Q2 2026 in Review

Pathstone Holdings increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 22% in Q2 2026, buying an estimated $12.5M and bringing the position to 1,508,057 shares worth $70.3M. The position accounts for 0.2% of the portfolio, ranked #83.

Pathstone Holdings first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Pathstone Holdings held 1,508,057 shares of Dimensional US Sustainability Core 1 ETF worth $70.3M as of Q2 2026.
  • Pathstone Holdings bought 275,779 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $12.5M.
  • Dimensional US Sustainability Core 1 ETF made up 0.2% of Pathstone Holdings's portfolio in Q2 2026, its #83 holding.
  • Pathstone Holdings first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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