BHWML
DFSU

BEACON HILL WEALTH MANAGEMENT LTD.’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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 		$3.66M Buy
+78,481
New +$3.55M 2.54% 9

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
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
Focus Partners Wealth
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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s DFSU Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 78,481 shares worth $3.66M. The stake represents 2.54% of the portfolio and ranks #9 among its holdings.

231 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • BEACON HILL WEALTH MANAGEMENT LTD. held 78,481 shares of Dimensional US Sustainability Core 1 ETF worth $3.66M as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 2.54% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #9 holding.
  • 231 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.