VBA
DFSU

von Borstel & Associates’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

von Borstel & Associates’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 		$1.37M Buy
33,415
+9,042
+37% +$391K 0.31% 16
2025
Q4 		$1.06M Sell
24,373
-1,002
-4% -$43K 0.25% 17
2025
Q3 		$1.09M Sell
25,375
-599
-2% -$24.5K 0.17% 64
2025
Q2 		$1.04M Buy
25,974
+1,004
+4% +$36.6K 0.27% 15
2025
Q1 		$894K Buy
24,970
+819
+3% +$31.1K 0.27% 16
2024
Q4 		$915K Buy
24,151
+9,101
+60% +$349K 0.36% 17
2024
Q3 		$559K Buy
+15,050
New +$538K 0.32% 20

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

von Borstel & Associates's DFSU Position: Q1 2026 in Review

von Borstel & Associates increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 37% in Q1 2026, buying an estimated $391K and bringing the position to 33,415 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #16.

von Borstel & Associates first reported a position in DFSU in Q3 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • von Borstel & Associates held 33,415 shares of Dimensional US Sustainability Core 1 ETF worth $1.37M as of Q1 2026.
  • von Borstel & Associates bought 9,042 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $391K.
  • Dimensional US Sustainability Core 1 ETF made up 0.31% of von Borstel & Associates's portfolio in Q1 2026, its #16 holding.
  • von Borstel & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.