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

Elevate 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
2026 Q2	$15.7K	Hold	337	–	–	0.01%	116
2026 Q1	$13.8K	Hold	337	–	–	0.01%	114
2025 Q4	$14.6K	Hold	337	–	–	0.01%	108
2025 Q3	$14.3K	Hold	337	–	–	0.01%	108
2025 Q2	$13.2K	Hold	337	–	–	0.01%	123
2025 Q1	$12.1K	Hold	337	–	–	0.01%	119
2024 Q4	$11.1K	Hold	337	–	–	0.01%	110
2024 Q3	$12.5K	Buy	337 +44	+15%	+$1.57K	0.01%	113
2024 Q2	$10.2K	Buy	+293	New	+$9.93K	0.01%	107
2024 Q1	–	Sell	-2,563	Closed	-$79.8K	–	109
2023 Q4	$79.8K	Buy	+2,563	New	+$73.8K	0.07%	72

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Elevate Wealth Advisory's DFSU Position: Q2 2026 in Review

Elevate Wealth Advisory held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 337 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #116.

Elevate Wealth Advisory first reported a position in DFSU in Q4 2023 and has held it in 10 quarters since. The position peaked at $79.8K in Q4 2023. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Elevate Wealth Advisory held 337 shares of Dimensional US Sustainability Core 1 ETF worth $15.7K as of Q2 2026.
Elevate Wealth Advisory left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #116 holding.
Elevate Wealth Advisory first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional US Sustainability Core 1 ETF position peaked at $79.8K in Q4 2023.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.