RTL
DFSU

Red Tortoise LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Red Tortoise LLC’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
Q1 		$196K Hold
4,765
– – 0.08% 88
2025
Q4 		$207K Hold
4,765
– – 0.09% 86
2025
Q3 		$202K Hold
4,765
– – 0.09% 87
2025
Q2 		$187K Hold
4,765
– – 0.09% 78
2025
Q1 		$171K Hold
4,765
– – 0.09% 77
2024
Q4 		$181K Buy
4,765
+15
+0.3% +$575 0.09% 76
2024
Q3 		$177K Buy
4,750
+12
+0.3% +$429 0.09% 82
2024
Q2 		$165K Buy
4,738
+11
+0.2% +$373 0.09% 81
2024
Q1 		$163K Buy
4,727
+8
+0.2% +$260 0.09% 81
2023
Q4 		$147K Buy
4,719
+18
+0.4% +$518 0.08% 82
2023
Q3 		$130K Buy
4,701
+17
+0.4% +$491 0.09% 81
2023
Q2 		$134K Buy
4,684
+10
+0.2% +$271 0.08% 79
2023
Q1 		$124K Buy
+4,674
New +$123K 0.08% 79

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Red Tortoise LLC's DFSU Position: Q1 2026 in Review

Red Tortoise LLC held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 4,765 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #88.

Red Tortoise LLC first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $207K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Red Tortoise LLC held 4,765 shares of Dimensional US Sustainability Core 1 ETF worth $196K as of Q1 2026.
  • Red Tortoise LLC left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Red Tortoise LLC's portfolio in Q1 2026, its #88 holding.
  • Red Tortoise LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Red Tortoise LLC's Dimensional US Sustainability Core 1 ETF position peaked at $207K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.