AFG
DFSU

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
Q2 		$1.21M Hold
26,000
– – 0.19% 51
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

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
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Altiora Financial Group's DFSU Position: Q2 2026 in Review

Altiora Financial Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 26,000 shares worth $1.21M. The position accounts for 0.19% of the portfolio, ranked #51.

Altiora Financial Group first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Altiora Financial Group held 26,000 shares of Dimensional US Sustainability Core 1 ETF worth $1.21M as of Q2 2026.
  • Altiora Financial Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.19% of Altiora Financial Group's portfolio in Q2 2026, its #51 holding.
  • Altiora Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.