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

Elevation 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
Q3 		$6.12M Sell
129,752
-13,691
-10% -$654K 1.72% 11
2026
Q2 		$6.69M Sell
143,443
-677
-0.5% -$30.6K 2% 11
2026
Q1 		$5.92M Buy
144,120
+355
+0.2% +$15.3K 2.12% 11
2025
Q4 		$6.24M Sell
143,765
-2,484
-2% -$107K 2.21% 10
2025
Q3 		$6.21M Buy
146,249
+345
+0.2% +$14.1K 2.24% 9
2025
Q2 		$5.73M Buy
145,904
+140,690
+2,698% +$5.13M 2.26% 9
2025
Q1 		$187K Buy
5,214
+169
+3% +$6.42K 0.08% 113
2024
Q4 		$191K Buy
5,045
+18
+0.4% +$690 0.08% 114
2024
Q3 		$187K Buy
5,027
+2,099
+72% +$75K 0.08% 120
2024
Q2 		$102K Buy
2,928
+489
+20% +$16.6K 0.05% 159
2024
Q1 		$83.9K Sell
2,439
-29
-1% -$942 0.04% 176
2023
Q4 		$68.5K Hold
2,468
– – 0.04% 184
2023
Q3 		$68.5K Buy
2,468
+1,660
+205% +$48K 0.06% 127
2023
Q2 		$23.2K Buy
+808
New +$21.9K 0.02% 207

Other funds holding DFSU

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
DFP
Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's DFSU Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 9.5% in Q3 2026, selling an estimated $654K and leaving 129,752 shares worth $6.12M. The position accounts for 1.72% of the portfolio, ranked #11.

Elevation Wealth Partners first reported a position in DFSU in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.69M in Q2 2026. 54 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Elevation Wealth Partners held 129,752 shares of Dimensional US Sustainability Core 1 ETF worth $6.12M as of Q3 2026.
  • Elevation Wealth Partners sold 13,691 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $654K.
  • Dimensional US Sustainability Core 1 ETF made up 1.72% of Elevation Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Elevation Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Dimensional US Sustainability Core 1 ETF position peaked at $6.69M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.