BGWM
DFSU

Bridge Generations Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bridge Generations Wealth Management’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 		$737K Buy
17,946
+795
+5% +$34.4K 0.42% 26
2025
Q4 		$745K Hold
17,151
– – 0.46% 26
2025
Q3 		$728K Hold
17,151
– – 0.48% 25
2025
Q2 		$673K Hold
17,151
– – 0.41% 24
2025
Q1 		$614K Sell
17,151
-15
-0.1% -$570 0.39% 24
2024
Q4 		$651K Buy
+17,166
New +$658K 0.43% 17

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

Bridge Generations Wealth Management's DFSU Position: Q1 2026 in Review

Bridge Generations Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.6% in Q1 2026, buying an estimated $34.4K and bringing the position to 17,946 shares worth $737K. The position accounts for 0.42% of the portfolio, ranked #26.

Bridge Generations Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $745K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Bridge Generations Wealth Management held 17,946 shares of Dimensional US Sustainability Core 1 ETF worth $737K as of Q1 2026.
  • Bridge Generations Wealth Management bought 795 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $34.4K.
  • Dimensional US Sustainability Core 1 ETF made up 0.42% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $745K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.