SIS
DFSU

Strategic Investment Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Strategic Investment Solutions’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 		$2.14M Sell
45,900
-334
-0.7% -$15.1K 0.49% 45
2026
Q1 		$1.9M Sell
46,234
-7,719
-14% -$334K 0.46% 43
2025
Q4 		$2.34M Sell
53,953
-15,924
-23% -$684K 0.56% 40
2025
Q3 		$2.97M Sell
69,877
-26,314
-27% -$1.08M 0.78% 31
2025
Q2 		$3.78M Sell
96,191
-68,072
-41% -$2.48M 1.14% 20
2025
Q1 		$5.88M Sell
164,263
-14,122
-8% -$536K 1.71% 16
2024
Q4 		$5.68M Sell
178,385
-4,116
-2% -$158K 1.9% 17
2024
Q3 		$6.79M Sell
182,501
-191
-0.1% -$6.82K 2.03% 13
2024
Q2 		$6.56M Buy
+182,692
New +$6.19M 2.12% 13
2023
Q4 		$5.79M Sell
186,109
-4,193,548
-96% -$121M 1.01% 26
2023
Q3 		$127M Buy
4,379,657
+4,321,112
+7,381% +$125M 1.56% 16
2023
Q2 		$1.58M Buy
58,545
+5,637
+11% +$153K 0.32% 31
2023
Q1 		$1.41M Buy
+52,908
New +$1.39M 0.28% 61

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

Strategic Investment Solutions's DFSU Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.72% in Q2 2026, selling an estimated $15.1K and leaving 45,900 shares worth $2.14M. The position accounts for 0.49% of the portfolio, ranked #45.

Strategic Investment Solutions first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $127M in Q3 2023. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Strategic Investment Solutions held 45,900 shares of Dimensional US Sustainability Core 1 ETF worth $2.14M as of Q2 2026.
  • Strategic Investment Solutions sold 334 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $15.1K.
  • Dimensional US Sustainability Core 1 ETF made up 0.49% of Strategic Investment Solutions's portfolio in Q2 2026, its #45 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Dimensional US Sustainability Core 1 ETF position peaked at $127M in Q3 2023.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.