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
Q2 		$2.22M Sell
47,690
-5,944
-11% -$269K 0.01% 970
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 $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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Private Advisor Group's DFSU Position: Q2 2026 in Review

Private Advisor Group reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q2 2026, selling an estimated $269K and leaving 47,690 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #970.

Private Advisor Group first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Private Advisor Group held 47,690 shares of Dimensional US Sustainability Core 1 ETF worth $2.22M as of Q2 2026.
  • Private Advisor Group sold 5,944 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $269K.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #970 holding.
  • Private Advisor Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.