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

Wolfstich Capital’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	$1.79M	Sell	38,058 -261	-0.7%	-$11.8K	1.38%	8
2026 Q1	$1.53M	Sell	38,319 -692	-2%	-$29.9K	1.34%	13
2025 Q4	$1.69M	Sell	39,011 -18,243	-32%	-$783K	1.56%	9
2025 Q3	$2.43M	Hold	57,254	–	–	4.96%	5
2025 Q2	$2.25M	Sell	57,254 -220,448	-79%	-$8.04M	4.93%	5
2025 Q1	$9.94M	Hold	277,702	–	–	8.99%	4
2024 Q4	$10.5M	Buy	+277,702	New	+$10.6M	9.33%	4

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

Wolfstich Capital's DFSU Position: Q2 2026 in Review

Wolfstich Capital reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.68% in Q2 2026, selling an estimated $11.8K and leaving 38,058 shares worth $1.79M. The position accounts for 1.38% of the portfolio, ranked #8.

Wolfstich Capital first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2024. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Wolfstich Capital held 38,058 shares of Dimensional US Sustainability Core 1 ETF worth $1.79M as of Q2 2026.
Wolfstich Capital sold 261 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.8K.
Dimensional US Sustainability Core 1 ETF made up 1.38% of Wolfstich Capital's portfolio in Q2 2026, its #8 holding.
Wolfstich Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
Wolfstich Capital's Dimensional US Sustainability Core 1 ETF position peaked at $10.5M in Q4 2024.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.