EFP
DFSU

EnRich Financial Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

EnRich Financial 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
Q1 		$1.34M Sell
32,522
-675
-2% -$29.2K 0.35% 26
2025
Q4 		$1.44M Sell
33,197
-507
-2% -$21.8K 0.39% 24
2025
Q3 		$1.43M Buy
33,704
+251
+0.8% +$10.3K 0.41% 24
2025
Q2 		$1.31M Sell
33,453
-3,609
-10% -$132K 0.4% 24
2025
Q1 		$1.33M Sell
37,062
-1,643
-4% -$62.4K 0.45% 24
2024
Q4 		$1.47M Buy
38,705
+3
+0% +$115 0.49% 23
2024
Q3 		$1.44M Sell
38,702
-55
-0.1% -$1.96K 0.48% 24
2024
Q2 		$1.35M Sell
38,757
-236
-0.6% -$8K 0.5% 23
2024
Q1 		$1.34M Sell
38,993
-1,248
-3% -$40.6K 0.5% 23
2023
Q4 		$1.25M Buy
+40,241
New +$1.16M 0.52% 23

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

EnRich Financial Partners's DFSU Position: Q1 2026 in Review

EnRich Financial Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2% in Q1 2026, selling an estimated $29.2K and leaving 32,522 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #26.

EnRich Financial Partners first reported a position in DFSU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2024. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • EnRich Financial Partners held 32,522 shares of Dimensional US Sustainability Core 1 ETF worth $1.34M as of Q1 2026.
  • EnRich Financial Partners sold 675 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $29.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.35% of EnRich Financial Partners's portfolio in Q1 2026, its #26 holding.
  • EnRich Financial Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • EnRich Financial Partners's Dimensional US Sustainability Core 1 ETF position peaked at $1.47M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.