BAWC
DFSU

Boyce & Associates Wealth Consulting’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Boyce & Associates Wealth Consulting’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 		$337K Hold
7,230
– – 0.23% 61
2026
Q1 		$297K Hold
7,230
– – 0.23% 64
2025
Q4 		$314K Hold
7,230
– – 0.26% 55
2025
Q3 		$307K Buy
7,230
+446
+7% +$18.2K 0.25% 54
2025
Q2 		$266K Buy
6,784
+157
+2% +$5.72K 0.24% 59
2025
Q1 		$237K Hold
6,627
– – 0.24% 63
2024
Q4 		$251K Buy
+6,627
New +$254K 0.25% 61

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

Boyce & Associates Wealth Consulting's DFSU Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 7,230 shares worth $337K. The position accounts for 0.23% of the portfolio, ranked #61.

Boyce & Associates Wealth Consulting first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 7,230 shares of Dimensional US Sustainability Core 1 ETF worth $337K as of Q2 2026.
  • Boyce & Associates Wealth Consulting left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.23% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #61 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.