QWM
DFSU

Quadcap Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Quadcap Wealth Management’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 		$333K Hold
7,148
– – 0.03% 320
2026
Q1 		$294K Hold
7,148
– – 0.03% 320
2025
Q4 		$310K Hold
7,148
– – 0.04% 314
2025
Q3 		$304K Hold
7,148
– – 0.04% 317
2025
Q2 		$281K Buy
+7,148
New +$261K 0.04% 324

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

Quadcap Wealth Management's DFSU Position: Q2 2026 in Review

Quadcap Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 7,148 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #320.

Quadcap Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Quadcap Wealth Management held 7,148 shares of Dimensional US Sustainability Core 1 ETF worth $333K as of Q2 2026.
  • Quadcap Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Quadcap Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.