Root Financial Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Root Financial Partners’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	$6.05M	Buy	129,700 +15,591	+14%	+$705K	0.24%	36
2026 Q1	$4.69M	Buy	114,109 +57,862	+103%	+$2.5M	0.22%	39
2025 Q4	$2.44M	Buy	56,247 +21,315	+61%	+$915K	0.12%	51
2025 Q3	$1.48M	Buy	34,932 +6,015	+21%	+$246K	0.09%	67
2025 Q2	$1.13M	Sell	28,917 -3,286	-10%	-$120K	0.11%	67
2025 Q1	$1.15M	Buy	32,203 +16,618	+107%	+$631K	0.12%	60
2024 Q4	$591K	Buy	+15,585	New	+$597K	0.07%	103

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

Root Financial Partners's DFSU Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 14% in Q2 2026, buying an estimated $705K and bringing the position to 129,700 shares worth $6.05M. The position accounts for 0.24% of the portfolio, ranked #36.

Root Financial Partners first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Root Financial Partners held 129,700 shares of Dimensional US Sustainability Core 1 ETF worth $6.05M as of Q2 2026.
Root Financial Partners bought 15,591 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $705K.
Dimensional US Sustainability Core 1 ETF made up 0.24% of Root Financial Partners's portfolio in Q2 2026, its #36 holding.
Root Financial Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.