SIC
DFSU

SJS Investment Consulting’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

SJS Investment Consulting’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 		$9.08M Sell
194,776
-15,568
-7% -$704K 0.99% 15
2026
Q1 		$8.64M Sell
210,344
-435
-0.2% -$18.8K 1.06% 17
2025
Q4 		$9.15M Buy
210,779
+244
+0.1% +$10.5K 1.16% 12
2025
Q3 		$8.94M Buy
210,535
+6,112
+3% +$250K 1.22% 12
2025
Q2 		$8.02M Buy
204,423
+13,657
+7% +$498K 1.27% 14
2025
Q1 		$6.83M Buy
190,766
+14,379
+8% +$546K 1.16% 13
2024
Q4 		$6.69M Buy
176,387
+8,295
+5% +$318K 1.15% 13
2024
Q3 		$6.25M Buy
168,092
+17,165
+11% +$613K 1.1% 12
2024
Q2 		$5.26M Buy
150,927
+64,280
+74% +$2.18M 1.02% 12
2024
Q1 		$2.98M Buy
86,647
+62,317
+256% +$2.03M 0.6% 16
2023
Q4 		$757K Buy
24,330
+300
+1% +$8.64K 0.17% 35
2023
Q3 		$667K Buy
24,030
+1,030
+4% +$29.8K 0.17% 34
2023
Q2 		$660K Buy
23,000
+9,000
+64% +$244K 0.17% 35
2023
Q1 		$373K Buy
14,000
+200
+1% +$5.26K 0.1% 48
2022
Q4 		$344K Buy
+13,800
New +$351K 0.1% 52

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
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
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SJS Investment Consulting's DFSU Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.4% in Q2 2026, selling an estimated $704K and leaving 194,776 shares worth $9.08M. The position accounts for 0.99% of the portfolio, ranked #15.

SJS Investment Consulting first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.15M in Q4 2025. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • SJS Investment Consulting held 194,776 shares of Dimensional US Sustainability Core 1 ETF worth $9.08M as of Q2 2026.
  • SJS Investment Consulting sold 15,568 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $704K.
  • Dimensional US Sustainability Core 1 ETF made up 0.99% of SJS Investment Consulting's portfolio in Q2 2026, its #15 holding.
  • SJS Investment Consulting first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • SJS Investment Consulting's Dimensional US Sustainability Core 1 ETF position peaked at $9.15M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.