EWP
DFSU

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

E-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 		$850K Buy
18,239
+7,229
+66% +$327K 0.61% 24
2026
Q1 		$452K Buy
11,010
+19
+0.2% +$821 0.37% 38
2025
Q4 		$477K Buy
+10,991
New +$472K 0.4% 36

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

E-Wealth Partners's DFSU Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 66% in Q2 2026, buying an estimated $327K and bringing the position to 18,239 shares worth $850K. The position accounts for 0.61% of the portfolio, ranked #24.

E-Wealth Partners first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • E-Wealth Partners held 18,239 shares of Dimensional US Sustainability Core 1 ETF worth $850K as of Q2 2026.
  • E-Wealth Partners bought 7,229 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $327K.
  • Dimensional US Sustainability Core 1 ETF made up 0.61% of E-Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • E-Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.