B
DFSU

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
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% +$26.1K 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

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

BetterWealth's DFSU Position: Q1 2026 in Review

BetterWealth reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.2% in Q1 2026, selling an estimated $28.1K and leaving 55,184 shares worth $2.27M. The position accounts for 0.44% of the portfolio, ranked #21.

BetterWealth first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.18M in Q3 2024. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • BetterWealth held 55,184 shares of Dimensional US Sustainability Core 1 ETF worth $2.27M as of Q1 2026.
  • BetterWealth sold 649 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $28.1K.
  • Dimensional US Sustainability Core 1 ETF made up 0.44% of BetterWealth's portfolio in Q1 2026, its #21 holding.
  • BetterWealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • BetterWealth's Dimensional US Sustainability Core 1 ETF position peaked at $3.18M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.