QFA
DFSU

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
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

FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Quantum Financial Advisors's DFSU Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.92% in Q2 2026, selling an estimated $995K and leaving 2,379,557 shares worth $111M. The position accounts for 10.98% of the portfolio, ranked #2.

Quantum Financial Advisors first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Quantum Financial Advisors held 2,379,557 shares of Dimensional US Sustainability Core 1 ETF worth $111M as of Q2 2026.
  • Quantum Financial Advisors sold 22,007 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $995K.
  • Dimensional US Sustainability Core 1 ETF made up 10.98% of Quantum Financial Advisors's portfolio in Q2 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 14 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.