RIP
DFSU

RAM Investment Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

RAM Investment Partners’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 		$6.37M Buy
136,596
+7,981
+6% +$361K 1.02% 14
2026
Q1 		$5.28M Buy
128,615
+7,511
+6% +$325K 0.93% 14
2025
Q4 		$5.26M Buy
121,104
+3,517
+3% +$151K 0.95% 13
2025
Q3 		$4.99M Sell
117,587
-3,419
-3% -$140K 0.94% 15
2025
Q2 		$4.75M Buy
121,006
+25,302
+26% +$923K 1% 12
2025
Q1 		$3.43M Sell
95,704
-7,179
-7% -$273K 0.85% 16
2024
Q4 		$3.9M Buy
102,883
+3,900
+4% +$149K 0.96% 14
2024
Q3 		$3.68M Buy
98,983
+16,888
+21% +$603K 0.96% 13
2024
Q2 		$2.86M Buy
82,095
+12,365
+18% +$419K 0.83% 16
2024
Q1 		$2.4M Buy
69,730
+8,480
+14% +$276K 0.75% 16
2023
Q4 		$1.91M Buy
61,250
+8,550
+16% +$246K 0.66% 16
2023
Q3 		$1.46M Buy
52,700
+9,784
+23% +$283K 0.62% 16
2023
Q2 		$1.23M Buy
42,916
+7,958
+23% +$215K 0.52% 18
2023
Q1 		$931K Buy
34,958
+9,922
+40% +$261K 0.5% 18
2022
Q4 		$624K Buy
+25,036
New +$636K 0.38% 22

Other funds holding DFSU

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

RAM Investment Partners's DFSU Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 6.2% in Q2 2026, buying an estimated $361K and bringing the position to 136,596 shares worth $6.37M. The position accounts for 1.02% of the portfolio, ranked #14.

RAM Investment Partners first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • RAM Investment Partners held 136,596 shares of Dimensional US Sustainability Core 1 ETF worth $6.37M as of Q2 2026.
  • RAM Investment Partners bought 7,981 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $361K.
  • Dimensional US Sustainability Core 1 ETF made up 1.02% of RAM Investment Partners's portfolio in Q2 2026, its #14 holding.
  • RAM Investment Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 140 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.