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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
Q3 		$341K Hold
7,230
– – 0.21% 62
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DFSU Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 7,230 shares worth $341K. The position accounts for 0.21% of the portfolio, ranked #62.

Boyce & Associates Wealth Consulting first reported a position in DFSU in Q4 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 7,230 shares of Dimensional US Sustainability Core 1 ETF worth $341K as of Q3 2026.
  • Boyce & Associates Wealth Consulting left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.21% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #62 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
  • 33 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.