AWM
DFSU

Avior Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Avior Wealth Management’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 		$340K Sell
7,291
-11
-0.2% -$498 0.01% 623
2026
Q1 		$300K Buy
7,302
+549
+8% +$23.7K 0.01% 686
2025
Q4 		$293K Sell
6,753
-17
-0.3% -$730 0.01% 621
2025
Q3 		$288K Buy
6,770
+2
+0% +$82 0.01% 606
2025
Q2 		$266K Buy
6,768
+2
+0% +$73 0.01% 601
2025
Q1 		$242K Buy
6,766
+6,081
+888% +$231K 0.01% 605
2024
Q4 		$26K Sell
685
-122
-15% -$4.67K ﹤0.01% 1354
2024
Q3 		$30K Buy
807
+507
+169% +$18.1K ﹤0.01% 1283
2024
Q2 		$10.5K Buy
300
+1
+0.3% +$34 ﹤0.01% 1502
2024
Q1 		$10.3K Buy
299
+1
+0.3% +$32 ﹤0.01% 1862
2023
Q4 		$9.31K Sell
298
-6,485
-96% -$187K ﹤0.01% 1000
2023
Q3 		$188K Buy
6,783
+24
+0.4% +$694 0.01% 539
2023
Q2 		$194K Buy
6,759
+15
+0.2% +$406 0.01% 529
2023
Q1 		$180K Buy
6,744
+10
+0.1% +$263 0.01% 543
2022
Q4 		$168K Buy
+6,734
New +$171K 0.01% 492

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

Avior Wealth Management's DFSU Position: Q2 2026 in Review

Avior Wealth Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.15% in Q2 2026, selling an estimated $498 and leaving 7,291 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #623.

Avior Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Avior Wealth Management held 7,291 shares of Dimensional US Sustainability Core 1 ETF worth $340K as of Q2 2026.
  • Avior Wealth Management sold 11 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $498.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Avior Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.