DPW
DFSU

DiNuzzo Private Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

DiNuzzo Private Wealth’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 		$2.59M Buy
55,471
+119
+0.2% +$5.38K 0.26% 28
2026
Q1 		$2.27M Buy
55,352
+4,817
+10% +$208K 0.25% 29
2025
Q4 		$2.19M Sell
50,535
-2,523
-5% -$108K 0.24% 29
2025
Q3 		$2.19M Buy
53,058
+630
+1% +$25.8K 0.25% 29
2025
Q2 		$2.06M Buy
52,428
+1,347
+3% +$49.1K 0.24% 29
2025
Q1 		$1.83M Buy
51,081
+623
+1% +$23.7K 0.23% 30
2024
Q4 		$1.91M Sell
50,458
-4,664
-8% -$179K 0.24% 30
2024
Q3 		$2.05M Sell
55,122
-182
-0.3% -$6.5K 0.25% 30
2024
Q2 		$1.93M Sell
55,304
-2,817
-5% -$95.5K 0.26% 28
2024
Q1 		$2M Buy
58,121
+395
+0.7% +$12.8K 0.27% 27
2023
Q4 		$1.8M Buy
+57,726
New +$1.66M 0.26% 27

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return