VIA
DFSU

Vickerman Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Vickerman Investment 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
Q1 		$265K Sell
6,454
-1,620
-20% -$70K 0.06% 85
2025
Q4 		$351K Sell
8,074
-694
-8% -$29.8K 0.07% 77
2025
Q3 		$372K Buy
+8,768
New +$359K 0.08% 69

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

Vickerman Investment Advisors's DFSU Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 20% in Q1 2026, selling an estimated $70K and leaving 6,454 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #85.

Vickerman Investment Advisors first reported a position in DFSU in Q3 2025 and has held it in 3 quarters since. The position peaked at $372K in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Vickerman Investment Advisors held 6,454 shares of Dimensional US Sustainability Core 1 ETF worth $265K as of Q1 2026.
  • Vickerman Investment Advisors sold 1,620 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $70K.
  • Dimensional US Sustainability Core 1 ETF made up 0.06% of Vickerman Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Vickerman Investment Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • Vickerman Investment Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $372K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.