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 Q2	$2.47M	Buy	53,075 +19,660	+59%	+$889K	0.51%	14
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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

von Borstel & Associates's DFSU Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 59% in Q2 2026, buying an estimated $889K and bringing the position to 53,075 shares worth $2.47M. The position accounts for 0.51% of the portfolio, ranked #14.

von Borstel & Associates first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

von Borstel & Associates held 53,075 shares of Dimensional US Sustainability Core 1 ETF worth $2.47M as of Q2 2026.
von Borstel & Associates bought 19,660 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $889K.
Dimensional US Sustainability Core 1 ETF made up 0.51% of von Borstel & Associates's portfolio in Q2 2026, its #14 holding.
von Borstel & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.