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

SB Capital 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
2025 Q4	$877K	Buy	+20,183	New	+$866K	0.32%	56

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SB Capital Management's DFSU Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2025: 20,183 shares worth $877K. The stake represents 0.32% of the portfolio and ranks #56 among its holdings.

258 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

SB Capital Management held 20,183 shares of Dimensional US Sustainability Core 1 ETF worth $877K as of Q4 2025.
Dimensional US Sustainability Core 1 ETF was a new SB Capital Management position in Q4 2025.
Dimensional US Sustainability Core 1 ETF made up 0.32% of SB Capital Management's portfolio in Q4 2025, its #56 holding.
258 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.