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
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 $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 $276M AUM 20.55% 1-Year Est. Return