CWP
DFSU

Concord Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Concord Wealth Partners’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 		$296K Buy
6,346
+15
+0.2% +$678 0.03% 188
2026
Q1 		$260K Buy
+6,331
New +$274K 0.03% 180

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

Concord Wealth Partners's DFSU Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.24% in Q2 2026, buying an estimated $678 and bringing the position to 6,346 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #188.

Concord Wealth Partners first reported a position in DFSU in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Concord Wealth Partners held 6,346 shares of Dimensional US Sustainability Core 1 ETF worth $296K as of Q2 2026.
  • Concord Wealth Partners bought 15 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $678.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • Concord Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.