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

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

DiNuzzo Private Wealth's DFSU Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.21% in Q2 2026, buying an estimated $5.38K and bringing the position to 55,471 shares worth $2.59M. The position accounts for 0.26% of the portfolio, ranked #28.

DiNuzzo Private Wealth first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • DiNuzzo Private Wealth held 55,471 shares of Dimensional US Sustainability Core 1 ETF worth $2.59M as of Q2 2026.
  • DiNuzzo Private Wealth bought 119 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.38K.
  • Dimensional US Sustainability Core 1 ETF made up 0.26% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #28 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.