DWA
DFSU

Delap Wealth Advisory’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Delap Wealth Advisory’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
2025
Q2 		– Sell
-36,355
Closed -$1.3M – 79
2025
Q1 		$1.3M Sell
36,355
-9,877
-21% -$375K 0.73% 29
2024
Q4 		$1.75M Buy
46,232
+11,404
+33% +$437K 1.05% 25
2024
Q3 		$1.29M Buy
+34,828
New +$1.24M 0.82% 25

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Delap Wealth Advisory's DFSU Position: Q2 2025 in Review

Delap Wealth Advisory sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2025, closing a stake of 36,355 shares — an estimated $1.3M sold.

Delap Wealth Advisory first reported a position in DFSU in Q3 2024 and held it in 3 quarters. The position peaked at $1.75M in Q4 2024. 219 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Delap Wealth Advisory reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 36,355 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $1.3M.
  • Delap Wealth Advisory first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and held it in 3 quarters.
  • Delap Wealth Advisory's Dimensional US Sustainability Core 1 ETF position peaked at $1.75M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Delap Wealth Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.