WA
DFSU

Wealth Architects’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealth Architects’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 		$11M Sell
267,085
-2,326
-0.9% -$101K 0.98% 25
2025
Q4 		$11.7M Buy
269,411
+77,324
+40% +$3.32M 1.05% 26
2025
Q3 		$8.16M Sell
192,087
-8,559
-4% -$350K 0.77% 29
2025
Q2 		$7.88M Buy
200,646
+59,229
+42% +$2.16M 0.8% 29
2025
Q1 		$5.06M Buy
141,417
+6,313
+5% +$240K 0.56% 32
2024
Q4 		$5.12M Buy
135,104
+4,585
+4% +$176K 0.58% 32
2024
Q3 		$4.85M Buy
130,519
+19,622
+18% +$701K 0.55% 33
2024
Q2 		$3.87M Buy
110,897
+68,848
+164% +$2.33M 0.47% 36
2024
Q1 		$1.45M Buy
42,049
+2,248
+6% +$73K 0.19% 58
2023
Q4 		$1.24M Buy
39,801
+104
+0.3% +$3K 0.17% 63
2023
Q3 		$1.1M Buy
39,697
+1,840
+5% +$53.2K 0.19% 64
2023
Q2 		$1.09M Buy
+37,857
New +$1.02M 0.18% 63

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