Raymond James Financial
DFSU

Raymond James Financial’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Raymond James Financial’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 		$4.5M Buy
96,525
+11,089
+13% +$502K ﹤0.01% 2817
2026
Q1 		$3.51M Buy
85,436
+7,384
+9% +$319K ﹤0.01% 2892
2025
Q4 		$3.39M Buy
78,052
+52,729
+208% +$2.26M ﹤0.01% 2831
2025
Q3 		$1.08M Buy
25,323
+7,597
+43% +$311K ﹤0.01% 3629
2025
Q2 		$696K Sell
17,726
-114,663
-87% -$4.18M ﹤0.01% 3798
2025
Q1 		$4.74M Buy
+132,389
New +$5.03M ﹤0.01% 2367

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

Raymond James Financial's DFSU Position: Q2 2026 in Review

Raymond James Financial increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 13% in Q2 2026, buying an estimated $502K and bringing the position to 96,525 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Raymond James Financial first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.74M in Q1 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Raymond James Financial held 96,525 shares of Dimensional US Sustainability Core 1 ETF worth $4.5M as of Q2 2026.
  • Raymond James Financial bought 11,089 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $502K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2817 holding.
  • Raymond James Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's Dimensional US Sustainability Core 1 ETF position peaked at $4.74M in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.