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 Q2	$356K	Buy	7,628 +1,046	+16%	+$47.3K	0.21%	68
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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Robinson Smith Wealth Advisors's DFSU Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 16% in Q2 2026, buying an estimated $47.3K and bringing the position to 7,628 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #68.

Robinson Smith Wealth Advisors first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Robinson Smith Wealth Advisors held 7,628 shares of Dimensional US Sustainability Core 1 ETF worth $356K as of Q2 2026.
Robinson Smith Wealth Advisors bought 1,046 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $47.3K.
Dimensional US Sustainability Core 1 ETF made up 0.21% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Robinson Smith Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.