Wealthspire Advisors (New York)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealthspire Advisors (New York)’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	$8.11M	Buy	173,982 +156,346	+887%	+$7.07M	0.04%	199
2026 Q1	$725K	Hold	17,636	–	–	0.01%	477
2025 Q4	$766K	Hold	17,636	–	–	0.01%	489
2025 Q3	$749K	Sell	17,636 -10,314	-37%	-$422K	﹤0.01%	446
2025 Q2	$1.1M	Sell	27,950 -2,668	-9%	-$97.3K	0.01%	372
2025 Q1	$1.1M	Hold	30,618	–	–	0.01%	365
2024 Q4	$1.16M	Sell	30,618 -30,618	-50%	-$1.17M	0.01%	344
2024 Q3	$2.28M	Buy	+61,236	New	+$2.19M	0.02%	231

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

Wealthspire Advisors (New York)'s DFSU Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 887% in Q2 2026, buying an estimated $7.07M and bringing the position to 173,982 shares worth $8.11M. The position accounts for 0.04% of the portfolio, ranked #199.

Wealthspire Advisors (New York) 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.

Wealthspire Advisors (New York) held 173,982 shares of Dimensional US Sustainability Core 1 ETF worth $8.11M as of Q2 2026.
Wealthspire Advisors (New York) bought 156,346 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $7.07M.
Dimensional US Sustainability Core 1 ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #199 holding.
Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.