SIM
DFSU

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
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 $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

Stratos Investment Management's DFSU Position: Q1 2026 in Review

Stratos Investment Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 40% in Q1 2026, selling an estimated $384K and leaving 13,115 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #242.

Stratos Investment Management first reported a position in DFSU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Stratos Investment Management held 13,115 shares of Dimensional US Sustainability Core 1 ETF worth $539K as of Q1 2026.
  • Stratos Investment Management sold 8,872 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $384K.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of Stratos Investment Management's portfolio in Q1 2026, its #242 holding.
  • Stratos Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • Stratos Investment Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.28M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.