BP
DFSU

BWM Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

BWM Planning’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 		$244K Buy
5,939
+469
+9% +$20.3K 0.06% 82
2025
Q4 		$238K Buy
5,470
+8
+0.1% +$343 0.06% 83
2025
Q3 		$232K Sell
5,462
-15
-0.3% -$614 0.07% 84
2025
Q2 		$215K Buy
+5,477
New +$200K 0.07% 80

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

BWM Planning's DFSU Position: Q1 2026 in Review

BWM Planning increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8.6% in Q1 2026, buying an estimated $20.3K and bringing the position to 5,939 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #82.

BWM Planning first reported a position in DFSU in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • BWM Planning held 5,939 shares of Dimensional US Sustainability Core 1 ETF worth $244K as of Q1 2026.
  • BWM Planning bought 469 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $20.3K.
  • Dimensional US Sustainability Core 1 ETF made up 0.06% of BWM Planning's portfolio in Q1 2026, its #82 holding.
  • BWM Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.