PAG
DFSU

Private Advisor Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Private Advisor Group’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 		$2.2M Buy
53,634
+10,035
+23% +$434K 0.01% 1019
2025
Q4 		$1.89M Buy
43,599
+416
+1% +$17.9K 0.01% 1065
2025
Q3 		$1.83M Buy
43,183
+176
+0.4% +$7.2K 0.01% 1053
2025
Q2 		$1.69M Buy
43,007
+914
+2% +$33.3K 0.01% 1047
2025
Q1 		$1.51M Buy
42,093
+516
+1% +$19.6K 0.01% 1028
2024
Q4 		$1.58M Sell
41,577
-11,944
-22% -$458K 0.01% 992
2024
Q3 		$1.99M Buy
53,521
+2,339
+5% +$83.5K 0.01% 886
2024
Q2 		$1.78M Buy
51,182
+7,452
+17% +$253K 0.01% 890
2024
Q1 		$1.5M Buy
+43,730
New +$1.42M 0.01% 957

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
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 $276M AUM 20.55% 1-Year Est. Return