PFS
DFSU

Professional Financial Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Professional Financial Solutions’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 		$623K Sell
15,157
-437
-3% -$18.9K 0.55% 19
2025
Q4 		$677K Buy
+15,594
New +$669K 0.63% 19

Other funds holding DFSU

RS
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AC
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QFA
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MPW
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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