AC
DFSU icon

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

Apella 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
Q3 		$25.2M Buy
524,914
+115,600
+28% +$5.52M 0.32% 69
2026
Q2 		$19.3M Buy
409,314
+13,871
+4% +$627K 0.27% 76
2026
Q1 		$17.8M Buy
395,443
+100,752
+34% +$4.36M 0.26% 78
2025
Q4 		$12.8M Buy
294,691
+46,259
+19% +$1.99M 0.25% 80
2025
Q3 		$10.4M Buy
248,432
+30,960
+14% +$1.27M 0.23% 86
2025
Q2 		$8.62M Buy
217,472
+18,778
+9% +$685K 0.23% 81
2025
Q1 		$6.9M Buy
198,694
+51,966
+35% +$1.97M 0.24% 80
2024
Q4 		$5.56M Buy
146,728
+14,093
+11% +$540K 0.21% 73
2024
Q3 		$4.88M Buy
132,635
+16,252
+14% +$580K 0.2% 69
2024
Q2 		$4.11M Buy
116,383
+17,371
+18% +$589K 0.18% 73
2024
Q1 		$3.35M Buy
99,012
+44,644
+82% +$1.45M 0.17% 78
2023
Q4 		$1.65M Buy
54,368
+22,767
+72% +$656K 0.09% 102
2023
Q3 		$877K Buy
31,601
+9,167
+41% +$265K 0.06% 125
2023
Q2 		$644K Buy
+22,434
New +$607K 0.05% 156

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Apella Capital's DFSU Position: Q3 2026 in Review

Apella Capital increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 28% in Q3 2026, buying an estimated $5.52M and bringing the position to 524,914 shares worth $25.2M. The position accounts for 0.32% of the portfolio, ranked #69.

Apella Capital first reported a position in DFSU in Q2 2023 and has held it in 14 quarters since. 28 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Apella Capital held 524,914 shares of Dimensional US Sustainability Core 1 ETF worth $25.2M as of Q3 2026.
  • Apella Capital bought 115,600 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $5.52M.
  • Dimensional US Sustainability Core 1 ETF made up 0.32% of Apella Capital's portfolio in Q3 2026, its #69 holding.
  • Apella Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 14 quarters since.
  • 28 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.