Stifel Financial
DFSU

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

Stifel Financial’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 		$1.48M Sell
35,928
-749
-2% -$32.4K ﹤0.01% 2172
2025
Q4 		$1.59M Buy
36,677
+3,697
+11% +$159K ﹤0.01% 2101
2025
Q3 		$1.4M Buy
32,980
+4,628
+16% +$189K ﹤0.01% 2164
2025
Q2 		$1.11M Buy
28,352
+145
+0.5% +$5.29K ﹤0.01% 2264
2025
Q1 		$1.01M Buy
28,207
+7,328
+35% +$278K ﹤0.01% 2227
2024
Q4 		$791K Buy
20,879
+1,579
+8% +$60.5K ﹤0.01% 2403
2024
Q3 		$718K Buy
19,300
+4,691
+32% +$168K ﹤0.01% 2446
2024
Q2 		$509K Buy
14,609
+321
+2% +$10.9K ﹤0.01% 2613
2024
Q1 		$492K Buy
14,288
+1,873
+15% +$60.9K ﹤0.01% 2617
2023
Q4 		$386K Sell
12,415
-640
-5% -$18.4K ﹤0.01% 2704
2023
Q3 		$362K Buy
13,055
+1,156
+10% +$33.4K ﹤0.01% 2678
2023
Q2 		$342K Buy
+11,899
New +$322K ﹤0.01% 2747

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
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
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