Sequoia Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Sequoia Financial Advisors’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	$7M	Sell	150,199 -1,199	-0.8%	-$54.2K	0.03%	285
2026 Q1	$6.22M	Buy	151,398 +65	+0%	+$2.81K	0.03%	278
2025 Q4	$6.57M	Sell	151,333 -10,719	-7%	-$460K	0.04%	271
2025 Q3	$6.88M	Buy	162,052 +82,573	+104%	+$3.38M	0.04%	253
2025 Q2	$3.12M	Buy	79,479 +13,006	+20%	+$474K	0.02%	373
2025 Q1	$2.38M	Buy	+66,473	New	+$2.52M	0.02%	393

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

Sequoia Financial Advisors's DFSU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.79% in Q2 2026, selling an estimated $54.2K and leaving 150,199 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #285.

Sequoia Financial Advisors first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Sequoia Financial Advisors held 150,199 shares of Dimensional US Sustainability Core 1 ETF worth $7M as of Q2 2026.
Sequoia Financial Advisors sold 1,199 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $54.2K.
Dimensional US Sustainability Core 1 ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #285 holding.
Sequoia Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.