SPA
DFSU

Shore Point Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Shore Point 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 		$443K Sell
9,509
-153
-2% -$6.92K 0.15% 49
2026
Q1 		$397K Sell
9,662
-103
-1% -$4.45K 0.16% 54
2025
Q4 		$424K Buy
9,765
+1
+0% +$43 0.18% 47
2025
Q3 		$415K Sell
9,764
-640
-6% -$26.2K 0.18% 51
2025
Q2 		$408K Sell
10,404
-1,030
-9% -$37.6K 0.2% 47
2025
Q1 		$409K Sell
11,434
-68
-0.6% -$2.58K 0.22% 46
2024
Q4 		$436K Buy
11,502
+1
+0% +$38 0.23% 43
2024
Q3 		$428K Buy
+11,501
New +$411K 0.23% 44

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Shore Point Advisors's DFSU Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.6% in Q2 2026, selling an estimated $6.92K and leaving 9,509 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #49.

Shore Point Advisors first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Shore Point Advisors held 9,509 shares of Dimensional US Sustainability Core 1 ETF worth $443K as of Q2 2026.
  • Shore Point Advisors sold 153 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.92K.
  • Dimensional US Sustainability Core 1 ETF made up 0.15% of Shore Point Advisors's portfolio in Q2 2026, its #49 holding.
  • Shore Point Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.