SC
DFSU

Savant Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Savant Capital’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 		$18.8M Buy
457,115
+384,801
+532% +$16.6M 0.09% 130
2025
Q4 		$3.14M Buy
72,314
+24,909
+53% +$1.07M 0.02% 319
2025
Q3 		$2.01M Buy
47,405
+6,143
+15% +$251K 0.01% 393
2025
Q2 		$1.62M Buy
41,262
+2,833
+7% +$103K 0.01% 402
2025
Q1 		$1.38M Buy
38,429
+850
+2% +$32.3K 0.01% 403
2024
Q4 		$1.42M Buy
37,579
+22,228
+145% +$852K 0.01% 538
2024
Q3 		$571K Buy
15,351
+1,199
+8% +$42.8K ﹤0.01% 816
2024
Q2 		$493K Buy
14,152
+4,647
+49% +$157K ﹤0.01% 797
2024
Q1 		$327K Sell
9,505
-7,375
-44% -$240K ﹤0.01% 873
2023
Q4 		$525K Buy
16,880
+1,847
+12% +$53.2K 0.01% 553
2023
Q3 		$417K Buy
+15,033
New +$435K 0.01% 566

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