EWA
DFSU

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
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

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Elevate Wealth Advisory's DFSU Position: Q1 2026 in Review

Elevate Wealth Advisory held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 337 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #114.

Elevate Wealth Advisory first reported a position in DFSU in Q4 2023 and has held it in 9 quarters since. The position peaked at $79.8K in Q4 2023. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Elevate Wealth Advisory held 337 shares of Dimensional US Sustainability Core 1 ETF worth $13.8K as of Q1 2026.
  • Elevate Wealth Advisory left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #114 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 9 quarters since.
  • Elevate Wealth Advisory's Dimensional US Sustainability Core 1 ETF position peaked at $79.8K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.