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Stratos Investment Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Stratos Investment Management’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 		$598K Sell
12,823
-292
-2% -$13.2K 0.02% 244
2026
Q1 		$539K Sell
13,115
-8,872
-40% -$384K 0.02% 242
2025
Q4 		$955K Sell
21,987
-254
-1% -$10.9K 0.04% 175
2025
Q3 		$945K Sell
22,241
-10,363
-32% -$424K 0.04% 177
2025
Q2 		$1.28M Buy
+32,604
New +$1.19M 0.06% 171

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
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Stratos Investment Management's DFSU Position: Q2 2026 in Review

Stratos Investment Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.2% in Q2 2026, selling an estimated $13.2K and leaving 12,823 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #244.

Stratos Investment Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q2 2025. 278 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Stratos Investment Management held 12,823 shares of Dimensional US Sustainability Core 1 ETF worth $598K as of Q2 2026.
  • Stratos Investment Management sold 292 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $13.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #244 holding.
  • Stratos Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.28M in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.