SIP
DFSU

Sellwood Investment Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Sellwood Investment 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 		$1.69M Sell
36,250
-4,588
-11% -$208K 0.6% 23
2026
Q1 		$1.68M Buy
40,838
+115
+0.3% +$4.97K 0.66% 23
2025
Q4 		$1.77M Sell
40,723
-280
-0.7% -$12K 0.69% 19
2025
Q3 		$1.74M Buy
41,003
+2,267
+6% +$92.7K 0.69% 22
2025
Q2 		$1.52M Buy
+38,736
New +$1.41M 0.73% 14

Other funds holding DFSU

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
CC
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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Sellwood Investment Partners's DFSU Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q2 2026, selling an estimated $208K and leaving 36,250 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #23.

Sellwood Investment Partners first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2025. 145 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Sellwood Investment Partners held 36,250 shares of Dimensional US Sustainability Core 1 ETF worth $1.69M as of Q2 2026.
  • Sellwood Investment Partners sold 4,588 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $208K.
  • Dimensional US Sustainability Core 1 ETF made up 0.6% of Sellwood Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Sellwood Investment Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Dimensional US Sustainability Core 1 ETF position peaked at $1.77M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.