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
Q2 		$1.53M Sell
32,776
-3,152
-9% -$143K ﹤0.01% 2278
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 $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

Stifel Financial's DFSU Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8.8% in Q2 2026, selling an estimated $143K and leaving 32,776 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Stifel Financial first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Stifel Financial held 32,776 shares of Dimensional US Sustainability Core 1 ETF worth $1.53M as of Q2 2026.
  • Stifel Financial sold 3,152 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $143K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2278 holding.
  • Stifel Financial first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • Stifel Financial's Dimensional US Sustainability Core 1 ETF position peaked at $1.59M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.