RS
DFSU

Retirement Solution’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Retirement Solution’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 		$225M Buy
5,466,368
+42,178
+0.8% +$1.82M 53.13% 1
2025
Q4 		$236M Buy
5,424,190
+24,868
+0.5% +$1.07M 52.18% 1
2025
Q3 		$229M Sell
5,399,322
-44,352
-0.8% -$1.81M 54.69% 1
2025
Q2 		$214M Sell
5,443,674
-21,171
-0.4% -$772K 54.54% 1
2025
Q1 		$196M Sell
5,464,845
-201,120
-4% -$7.64M 55.53% 1
2024
Q4 		$215M Sell
5,665,965
-179,628
-3% -$6.88M 56.24% 1
2024
Q3 		$218M Sell
5,845,593
-154,269
-3% -$5.51M 52.98% 1
2024
Q2 		$209M Sell
5,999,862
-106,321
-2% -$3.6M 56.2% 1
2024
Q1 		$210M Sell
6,106,183
-68,861
-1% -$2.24M 56.93% 1
2023
Q4 		$192M Buy
6,175,044
+62,450
+1% +$1.8M 56.87% 1
2023
Q3 		$170M Buy
6,112,594
+170,847
+3% +$4.94M 55.97% 1
2023
Q2 		$171M Buy
5,941,747
+191,714
+3% +$5.19M 55.02% 1
2023
Q1 		$153M Buy
+5,750,033
New +$151M 53.83% 1

Other funds holding DFSU

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 $1.1B AUM 14.74% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Retirement Solution's DFSU Position: Q1 2026 in Review

Retirement Solution increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.78% in Q1 2026, buying an estimated $1.82M and bringing the position to 5,466,368 shares worth $225M. The position accounts for 53.13% of the portfolio, ranked #1.

Retirement Solution first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $236M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Retirement Solution held 5,466,368 shares of Dimensional US Sustainability Core 1 ETF worth $225M as of Q1 2026.
  • Retirement Solution bought 42,178 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $1.82M.
  • Dimensional US Sustainability Core 1 ETF made up 53.13% of Retirement Solution's portfolio in Q1 2026, its #1 holding.
  • Retirement Solution first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Retirement Solution's Dimensional US Sustainability Core 1 ETF position peaked at $236M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.