Babb Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Babb Wealth Advisors’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	$2.95M	Sell	63,176 -488	-0.8%	-$22.1K	1.42%	9
2026 Q1	$2.62M	Buy	63,664 +4,748	+8%	+$205K	1.43%	9
2025 Q4	$2.56M	Buy	58,916 +12,555	+27%	+$539K	1.44%	9
2025 Q3	$1.97M	Sell	46,361 -174	-0.4%	-$7.12K	1.28%	10
2025 Q2	$1.83M	Buy	46,535 +122	+0.3%	+$4.45K	1.35%	9
2025 Q1	$1.66M	Sell	46,413 -14,428	-24%	-$548K	1.33%	11
2024 Q4	$2.31M	Buy	+60,841	New	+$2.33M	1.86%	10

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

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

Babb Wealth Advisors's DFSU Position: Q2 2026 in Review

Babb Wealth Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.77% in Q2 2026, selling an estimated $22.1K and leaving 63,176 shares worth $2.95M. The position accounts for 1.42% of the portfolio, ranked #9.

Babb Wealth Advisors first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Babb Wealth Advisors held 63,176 shares of Dimensional US Sustainability Core 1 ETF worth $2.95M as of Q2 2026.
Babb Wealth Advisors sold 488 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $22.1K.
Dimensional US Sustainability Core 1 ETF made up 1.42% of Babb Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Babb Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.