Altiora Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Altiora Financial Group’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	$1.07M	Hold	26,000	–	–	0.18%	54
2025 Q4	$1.13M	Hold	26,000	–	–	0.19%	50
2025 Q3	$1.1M	Hold	26,000	–	–	0.2%	45
2025 Q2	$1.02M	Hold	26,000	–	–	0.2%	49
2025 Q1	$931K	Hold	26,000	–	–	0.2%	49
2024 Q4	$985K	Hold	26,000	–	–	0.21%	46
2024 Q3	$967K	Hold	26,000	–	–	0.21%	48
2024 Q2	$906K	Buy	26,000 +18,000	+225%	+$610K	0.22%	46
2024 Q1	$275K	Buy	+8,000	New	+$260K	0.07%	74

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 $311M AUM 27.35% 1-Year Est. Return

Altiora Financial Group's DFSU Position: Q1 2026 in Review

Altiora Financial Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 26,000 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #54.

Altiora Financial Group first reported a position in DFSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Altiora Financial Group held 26,000 shares of Dimensional US Sustainability Core 1 ETF worth $1.07M as of Q1 2026.
Altiora Financial Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
Dimensional US Sustainability Core 1 ETF made up 0.18% of Altiora Financial Group's portfolio in Q1 2026, its #54 holding.
Altiora Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
Altiora Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $1.13M in Q4 2025.
257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.