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 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

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

SJS Investment Consulting's DFSU Position: Q1 2026 in Review

SJS Investment Consulting reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.21% in Q1 2026, selling an estimated $18.8K and leaving 210,344 shares worth $8.64M. The position accounts for 1.06% of the portfolio, ranked #17.

SJS Investment Consulting first reported a position in DFSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.15M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

SJS Investment Consulting held 210,344 shares of Dimensional US Sustainability Core 1 ETF worth $8.64M as of Q1 2026.
SJS Investment Consulting sold 435 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $18.8K.
Dimensional US Sustainability Core 1 ETF made up 1.06% of SJS Investment Consulting's portfolio in Q1 2026, its #17 holding.
SJS Investment Consulting first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
SJS Investment Consulting's Dimensional US Sustainability Core 1 ETF position peaked at $9.15M in Q4 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.