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
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 $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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return