RSWA
DFSU

Robinson Smith Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Robinson Smith Wealth 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
Q1 		$270K Buy
6,582
+290
+5% +$12.5K 0.18% 72
2025
Q4 		$273K Buy
6,292
+1,294
+26% +$55.5K 0.19% 71
2025
Q3 		$212K Sell
4,998
-1,453
-23% -$59.4K 0.15% 83
2025
Q2 		$253K Buy
6,451
+71
+1% +$2.59K 0.2% 69
2025
Q1 		$228K Buy
+6,380
New +$242K 0.19% 77

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 $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

Robinson Smith Wealth Advisors's DFSU Position: Q1 2026 in Review

Robinson Smith Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,582 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #72.

Robinson Smith Wealth Advisors first reported a position in DFSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Robinson Smith Wealth Advisors held 6,582 shares of Dimensional US Sustainability Core 1 ETF worth $270K as of Q1 2026.
  • Robinson Smith Wealth Advisors bought 290 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $12.5K.
  • Dimensional US Sustainability Core 1 ETF made up 0.18% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Robinson Smith Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • Robinson Smith Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $273K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.