TCM
DFSU

Towneley Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Towneley Capital 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 		$364K Sell
8,870
-49
-0.5% -$2.12K 0.08% 28
2025
Q4 		$387K Buy
8,919
+318
+4% +$13.7K 0.08% 26
2025
Q3 		$365K Buy
8,601
+303
+4% +$12.4K 0.08% 27
2025
Q2 		$326K Buy
8,298
+865
+12% +$31.5K 0.07% 26
2025
Q1 		$266K Sell
7,433
-286
-4% -$10.9K 0.06% 35
2024
Q4 		$293K Sell
7,719
-41
-0.5% -$1.57K 0.07% 38
2024
Q3 		$289K Buy
7,760
+375
+5% +$13.4K 0.07% 34
2024
Q2 		$257K Sell
7,385
-191
-3% -$6.47K 0.06% 36
2024
Q1 		$261K Buy
7,576
+210
+3% +$6.82K 0.06% 40
2023
Q4 		$229K Buy
+7,366
New +$212K 0.06% 44

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

Towneley Capital Management's DFSU Position: Q1 2026 in Review

Towneley Capital Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.55% in Q1 2026, selling an estimated $2.12K and leaving 8,870 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #28.

Towneley Capital Management first reported a position in DFSU in Q4 2023 and has held it in 10 quarters since. The position peaked at $387K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Towneley Capital Management held 8,870 shares of Dimensional US Sustainability Core 1 ETF worth $364K as of Q1 2026.
  • Towneley Capital Management sold 49 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $2.12K.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Towneley Capital Management's portfolio in Q1 2026, its #28 holding.
  • Towneley Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • Towneley Capital Management's Dimensional US Sustainability Core 1 ETF position peaked at $387K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.