TWA
DFSU

TCI Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

TCI Wealth Advisors’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 		$12.8M Buy
275,091
+4,099
+2% +$185K 0.56% 24
2026
Q1 		$11.1M Buy
270,992
+14,239
+6% +$616K 0.59% 24
2025
Q4 		$11.2M Buy
256,753
+52,548
+26% +$2.26M 0.61% 24
2025
Q3 		$8.67M Buy
204,205
+124,191
+155% +$5.08M 0.52% 28
2025
Q2 		$3.14M Buy
80,014
+28,619
+56% +$1.04M 0.22% 48
2025
Q1 		$1.84M Buy
51,395
+1,398
+3% +$53.1K 0.15% 56
2024
Q4 		$1.89M Buy
49,997
+6,204
+14% +$238K 0.16% 55
2024
Q3 		$1.63M Buy
43,793
+17,256
+65% +$616K 0.14% 60
2024
Q2 		$925K Buy
26,537
+2,483
+10% +$84.1K 0.09% 82
2024
Q1 		$828K Buy
24,054
+2,154
+10% +$70K 0.08% 88
2023
Q4 		$682K Hold
21,900
– – 0.07% 94
2023
Q3 		$608K Hold
21,900
– – 0.08% 94
2023
Q2 		$629K Hold
21,900
– – 0.08% 95
2023
Q1 		$583K Hold
21,900
– – 0.08% 98
2022
Q4 		$546K Buy
+21,900
New +$556K 0.08% 95

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

TCI Wealth Advisors's DFSU Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.5% in Q2 2026, buying an estimated $185K and bringing the position to 275,091 shares worth $12.8M. The position accounts for 0.56% of the portfolio, ranked #24.

TCI Wealth Advisors first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • TCI Wealth Advisors held 275,091 shares of Dimensional US Sustainability Core 1 ETF worth $12.8M as of Q2 2026.
  • TCI Wealth Advisors bought 4,099 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $185K.
  • Dimensional US Sustainability Core 1 ETF made up 0.56% of TCI Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.