PCIA
DFSU

Prime Capital Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Prime Capital Investment Advisors’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 		$374K Sell
8,015
-10
-0.1% -$452 ﹤0.01% 785
2026
Q1 		$330K Sell
8,025
-24
-0.3% -$1.04K ﹤0.01% 804
2025
Q4 		$350K Sell
8,049
-598
-7% -$25.7K ﹤0.01% 765
2025
Q3 		$367K Sell
8,647
-501
-5% -$20.5K ﹤0.01% 738
2025
Q2 		$359K Hold
9,148
– – ﹤0.01% 707
2025
Q1 		$328K Sell
9,148
-23
-0.3% -$873 ﹤0.01% 809
2024
Q4 		$348K Sell
9,171
-63
-0.7% -$2.41K 0.01% 668
2024
Q3 		$343K Sell
9,234
-571
-6% -$20.4K ﹤0.01% 688
2024
Q2 		$342K Sell
9,805
-153
-2% -$5.18K 0.01% 686
2024
Q1 		$343K Sell
9,958
-222
-2% -$7.21K ﹤0.01% 738
2023
Q4 		$317K Hold
10,180
– – ﹤0.01% 719
2023
Q3 		$282K Sell
10,180
-915
-8% -$26.4K 0.01% 600
2023
Q2 		$318K Buy
+11,095
New +$300K 0.01% 582

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

Prime Capital Investment Advisors's DFSU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.12% in Q2 2026, selling an estimated $452 and leaving 8,015 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Prime Capital Investment Advisors first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 231 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Prime Capital Investment Advisors held 8,015 shares of Dimensional US Sustainability Core 1 ETF worth $374K as of Q2 2026.
  • Prime Capital Investment Advisors sold 10 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $452.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #785 holding.
  • Prime Capital Investment Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 231 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.