TIM
DFSU

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

Tortoise 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 		$793K Sell
17,000
-220
-1% -$9.95K 0.06% 137
2026
Q1 		$708K Buy
17,220
+1,500
+10% +$64.8K 0.06% 138
2025
Q4 		$683K Buy
15,720
+2,860
+22% +$123K 0.06% 138
2025
Q3 		$546K Buy
12,860
+1,860
+17% +$76.1K 0.05% 145
2025
Q2 		$432K Hold
11,000
– – 0.04% 153
2025
Q1 		$394K Hold
11,000
– – 0.04% 156
2024
Q4 		$417K Hold
11,000
– – 0.04% 160
2024
Q3 		$409K Hold
11,000
– – 0.04% 164
2024
Q2 		$383K Hold
11,000
– – 0.04% 164
2024
Q1 		$379K Buy
11,000
+160
+1% +$5.2K 0.05% 169
2023
Q4 		$337K Hold
10,840
– – 0.05% 171
2023
Q3 		$301K Buy
10,840
+2,940
+37% +$85K 0.04% 170
2023
Q2 		$227K Buy
7,900
+4,500
+132% +$122K 0.03% 184
2023
Q1 		$90.5K Buy
+3,400
New +$89.3K 0.01% 273

Other funds holding DFSU

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
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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Tortoise Investment Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.3% in Q2 2026, selling an estimated $9.95K and leaving 17,000 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #137.

Tortoise Investment Management first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Tortoise Investment Management held 17,000 shares of Dimensional US Sustainability Core 1 ETF worth $793K as of Q2 2026.
  • Tortoise Investment Management sold 220 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $9.95K.
  • Dimensional US Sustainability Core 1 ETF made up 0.06% of Tortoise Investment Management's portfolio in Q2 2026, its #137 holding.
  • Tortoise Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.