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

BetterWealth’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 		$2.82M Buy
59,834
+2,149
+4% +$103K 0.48% 20
2026
Q2 		$2.69M Buy
57,685
+2,501
+5% +$113K 0.48% 21
2026
Q1 		$2.27M Sell
55,184
-649
-1% -$28.1K 0.44% 21
2025
Q4 		$2.42M Sell
55,833
-6,475
-10% -$278K 0.55% 20
2025
Q3 		$2.65M Buy
62,308
+2,451
+4% +$100K 0.63% 20
2025
Q2 		$2.35M Buy
59,857
+298
+0.5% +$10.9K 0.6% 21
2025
Q1 		$2.13M Sell
59,559
-18,062
-23% -$686K 0.6% 20
2024
Q4 		$2.94M Sell
77,621
-7,812
-9% -$299K 0.81% 20
2024
Q3 		$3.18M Sell
85,433
-1,617
-2% -$57.8K 0.94% 15
2024
Q2 		$3.03M Sell
87,050
-4,612
-5% -$156K 0.97% 16
2024
Q1 		$3.15M Sell
91,662
-3,936
-4% -$128K 1.03% 15
2023
Q4 		$2.98M Buy
95,598
+908
+1% +$26.2K 1.02% 16
2023
Q3 		$2.63M Sell
94,690
-2,996
-3% -$86.6K 1.06% 15
2023
Q2 		$2.8M Sell
97,686
-735
-0.7% -$19.9K 1.09% 15
2023
Q1 		$2.62M Buy
+98,421
New +$2.59M 1.06% 15

Other funds holding DFSU

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DFP
Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return

BetterWealth's DFSU Position: Q3 2026 in Review

BetterWealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.7% in Q3 2026, buying an estimated $103K and bringing the position to 59,834 shares worth $2.82M. The position accounts for 0.48% of the portfolio, ranked #20.

BetterWealth first reported a position in DFSU in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.18M in Q3 2024. 57 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • BetterWealth held 59,834 shares of Dimensional US Sustainability Core 1 ETF worth $2.82M as of Q3 2026.
  • BetterWealth bought 2,149 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $103K.
  • Dimensional US Sustainability Core 1 ETF made up 0.48% of BetterWealth's portfolio in Q3 2026, its #20 holding.
  • BetterWealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
  • BetterWealth's Dimensional US Sustainability Core 1 ETF position peaked at $3.18M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.