WCM
DFSU

Warburton Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Warburton Capital Management’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 		$518K Buy
11,117
+26
+0.2% +$1.18K 0.21% 34
2026
Q1 		$477K Buy
11,091
+26
+0.2% +$1.12K 0.23% 31
2025
Q4 		$480K Buy
11,065
+981
+10% +$42.1K 0.27% 29
2025
Q3 		$428K Buy
10,084
+525
+5% +$21.5K 0.26% 30
2025
Q2 		$386K Buy
9,559
+768
+9% +$28K 0.23% 30
2025
Q1 		$314K Buy
8,791
+194
+2% +$7.37K 0.23% 29
2024
Q4 		$325K Buy
+8,597
New +$329K 0.24% 26

Other funds holding DFSU

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
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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Warburton Capital Management's DFSU Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.23% in Q2 2026, buying an estimated $1.18K and bringing the position to 11,117 shares worth $518K. The position accounts for 0.21% of the portfolio, ranked #34.

Warburton Capital Management first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Warburton Capital Management held 11,117 shares of Dimensional US Sustainability Core 1 ETF worth $518K as of Q2 2026.
  • Warburton Capital Management bought 26 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.18K.
  • Dimensional US Sustainability Core 1 ETF made up 0.21% of Warburton Capital Management's portfolio in Q2 2026, its #34 holding.
  • Warburton Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 176 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.