Quantum Financial Advisors
DFSU icon

Quantum Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Quantum Financial Advisors’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
Q3 		$111M Sell
2,354,861
-24,696
-1% -$1.18M 10.71% 2
2026
Q2 		$111M Sell
2,379,557
-22,007
-0.9% -$995K 10.98% 2
2026
Q1 		$98.7M Buy
2,401,564
+73
+0% +$3.16K 11.07% 1
2025
Q4 		$104M Buy
2,401,491
+1,386
+0.1% +$59.5K 11.71% 2
2025
Q3 		$102M Buy
2,400,105
+694
+0% +$28.4K 12.43% 2
2025
Q2 		$94.2M Buy
2,399,411
+118,949
+5% +$4.34M 12.75% 2
2025
Q1 		$81.7M Buy
2,280,462
+9,614
+0.4% +$365K 12.17% 2
2024
Q4 		$86.1M Buy
2,270,848
+39,215
+2% +$1.5M 13.12% 2
2024
Q3 		$83M Buy
2,231,633
+88,866
+4% +$3.17M 12.99% 2
2024
Q2 		$74.7M Buy
2,142,767
+128,145
+6% +$4.34M 13.12% 2
2024
Q1 		$69.3M Buy
2,014,622
+223,594
+12% +$7.27M 12.76% 2
2023
Q4 		$55.8M Buy
1,791,028
+824
+0% +$23.7K 13.6% 2
2023
Q3 		$49.7M Buy
1,790,204
+35,930
+2% +$1.04M 14.6% 1
2023
Q2 		$50.4M Buy
1,754,274
+328,651
+23% +$8.9M 14.81% 2
2023
Q1 		$38M Buy
+1,425,623
New +$37.5M 11.95% 3

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Quantum Financial Advisors's DFSU Position: Q3 2026 in Review

Quantum Financial Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1% in Q3 2026, selling an estimated $1.18M and leaving 2,354,861 shares worth $111M. The position accounts for 10.71% of the portfolio, ranked #2.

Quantum Financial Advisors first reported a position in DFSU in Q1 2023 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Quantum Financial Advisors held 2,354,861 shares of Dimensional US Sustainability Core 1 ETF worth $111M as of Q3 2026.
  • Quantum Financial Advisors sold 24,696 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.18M.
  • Dimensional US Sustainability Core 1 ETF made up 10.71% of Quantum Financial Advisors's portfolio in Q3 2026, its #2 holding.
  • Quantum Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
  • 143 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.