RIM
DFSU

Rockbridge Investment Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Rockbridge Investment Management’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 		$5.33M Sell
114,373
-13,635
-11% -$617K 0.43% 27
2026
Q1 		$5.26M Buy
128,008
+32
+0% +$1.38K 0.47% 26
2025
Q4 		$5.56M Buy
127,976
+887
+0.7% +$38.1K 0.52% 25
2025
Q3 		$5.4M Buy
127,089
+59,305
+87% +$2.43M 0.53% 26
2025
Q2 		$2.66M Sell
67,784
-8,943
-12% -$326K 0.29% 32
2025
Q1 		$2.75M Sell
76,727
-654
-0.8% -$24.8K 0.33% 32
2024
Q4 		$2.93M Buy
77,381
+3,747
+5% +$144K 0.38% 31
2024
Q3 		$2.74M Buy
73,634
+1,236
+2% +$44.1K 0.35% 33
2024
Q2 		$2.52M Buy
72,398
+12,098
+20% +$410K 0.36% 32
2024
Q1 		$2.07M Buy
60,300
+774
+1% +$25.2K 0.3% 37
2023
Q4 		$1.85M Sell
59,526
-5,660
-9% -$163K 0.28% 37
2023
Q3 		$1.81M Buy
65,186
+48,275
+285% +$1.4M 0.32% 36
2023
Q2 		$485K Sell
16,911
-294
-2% -$7.96K 0.09% 73
2023
Q1 		$458K Buy
+17,205
New +$452K 0.08% 75

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

Rockbridge Investment Management's DFSU Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q2 2026, selling an estimated $617K and leaving 114,373 shares worth $5.33M. The position accounts for 0.43% of the portfolio, ranked #27.

Rockbridge Investment Management first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.56M in Q4 2025. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Rockbridge Investment Management held 114,373 shares of Dimensional US Sustainability Core 1 ETF worth $5.33M as of Q2 2026.
  • Rockbridge Investment Management sold 13,635 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $617K.
  • Dimensional US Sustainability Core 1 ETF made up 0.43% of Rockbridge Investment Management's portfolio in Q2 2026, its #27 holding.
  • Rockbridge Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • Rockbridge Investment Management's Dimensional US Sustainability Core 1 ETF position peaked at $5.56M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.