Elser Financial Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Elser Financial Planning’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	$11.3M	Buy	242,897 +16,858	+7%	+$763K	0.49%	16
2026 Q1	$9.28M	Buy	+226,039	New	+$9.77M	0.45%	18
2025 Q1	–	Sell	-221,004	Closed	-$8.38M	–	82
2024 Q4	$8.38M	Buy	+221,004	New	+$8.47M	0.5%	14
2024 Q3	–	Sell	-212,323	Closed	-$7.4M	–	81
2024 Q2	$7.4M	Buy	+212,323	New	+$7.2M	1.24%	13

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

Elser Financial Planning's DFSU Position: Q2 2026 in Review

Elser Financial Planning increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.5% in Q2 2026, buying an estimated $763K and bringing the position to 242,897 shares worth $11.3M. The position accounts for 0.49% of the portfolio, ranked #16.

Elser Financial Planning first reported a position in DFSU in Q2 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Elser Financial Planning held 242,897 shares of Dimensional US Sustainability Core 1 ETF worth $11.3M as of Q2 2026.
Elser Financial Planning bought 16,858 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $763K.
Dimensional US Sustainability Core 1 ETF made up 0.49% of Elser Financial Planning's portfolio in Q2 2026, its #16 holding.
Elser Financial Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 4 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.