PAG
DFSU

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

Private Advisory 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 		$367K Hold
7,877
– – 0.02% 239
2026
Q1 		$324K Buy
7,877
+2,804
+55% +$121K 0.02% 236
2025
Q4 		$220K Buy
+5,073
New +$218K 0.02% 235

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 Advisory Group's DFSU Position: Q2 2026 in Review

Private Advisory Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 7,877 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #239.

Private Advisory Group first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Private Advisory Group held 7,877 shares of Dimensional US Sustainability Core 1 ETF worth $367K as of Q2 2026.
  • Private Advisory Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #239 holding.
  • Private Advisory Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.