TI
DFSU

Truepoint Inc’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Truepoint Inc’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 		$3.5M Sell
75,152
-17,225
-19% -$779K 0.07% 44
2026
Q1 		$3.8M Buy
92,377
+486
+0.5% +$21K 0.08% 41
2025
Q4 		$3.99M Sell
91,891
-225
-0.2% -$9.66K 0.09% 41
2025
Q3 		$3.91M Sell
92,116
-92
-0.1% -$3.76K 0.09% 40
2025
Q2 		$3.62M Buy
92,208
+11,791
+15% +$430K 0.09% 41
2025
Q1 		$2.88M Buy
80,417
+10,545
+15% +$400K 0.08% 40
2024
Q4 		$2.65M Sell
69,872
-101
-0.1% -$3.87K 0.07% 43
2024
Q3 		$2.6M Buy
69,973
+17,049
+32% +$609K 0.07% 43
2024
Q2 		$1.84M Buy
52,924
+10,821
+26% +$367K 0.05% 44
2024
Q1 		$1.45M Buy
42,103
+17,959
+74% +$584K 0.04% 50
2023
Q4 		$752K Hold
24,144
– – 0.02% 104
2023
Q3 		$670K Hold
24,144
– – 0.02% 101
2023
Q2 		$693K Buy
24,144
+8,863
+58% +$240K 0.02% 85
2023
Q1 		$407K Buy
+15,281
New +$402K 0.01% 104

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

Truepoint Inc's DFSU Position: Q2 2026 in Review

Truepoint Inc reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 19% in Q2 2026, selling an estimated $779K and leaving 75,152 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #44.

Truepoint Inc first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.99M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Truepoint Inc held 75,152 shares of Dimensional US Sustainability Core 1 ETF worth $3.5M as of Q2 2026.
  • Truepoint Inc sold 17,225 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $779K.
  • Dimensional US Sustainability Core 1 ETF made up 0.07% of Truepoint Inc's portfolio in Q2 2026, its #44 holding.
  • Truepoint Inc first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • Truepoint Inc's Dimensional US Sustainability Core 1 ETF position peaked at $3.99M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.