Burton Enright Welch’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Burton Enright Welch’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	$3.15M	Sell	67,495 -2,782	-4%	-$126K	0.37%	30
2026 Q1	$2.89M	Buy	70,277 +10,557	+18%	+$456K	0.39%	32
2025 Q4	$2.59M	Buy	59,720 +5,719	+11%	+$245K	0.37%	38
2025 Q3	$2.29M	Buy	54,001 +62	+0.1%	+$2.54K	0.35%	36
2025 Q2	$2.12M	Buy	53,939 +11,686	+28%	+$426K	0.37%	39
2025 Q1	$1.51M	Buy	42,253 +5	+0%	+$190	0.31%	36
2024 Q4	$1.6M	Buy	+42,248	New	+$1.62M	0.34%	33

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Burton Enright Welch's DFSU Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4% in Q2 2026, selling an estimated $126K and leaving 67,495 shares worth $3.15M. The position accounts for 0.37% of the portfolio, ranked #30.

Burton Enright Welch 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.

Burton Enright Welch held 67,495 shares of Dimensional US Sustainability Core 1 ETF worth $3.15M as of Q2 2026.
Burton Enright Welch sold 2,782 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $126K.
Dimensional US Sustainability Core 1 ETF made up 0.37% of Burton Enright Welch's portfolio in Q2 2026, its #30 holding.
Burton Enright Welch 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 Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.