EFP
DFSU

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

Envision 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 		$862K Sell
18,480
-13
-0.1% -$588 0.28% 36
2026
Q1 		$760K Buy
18,493
+2,675
+17% +$116K 0.27% 34
2025
Q4 		$687K Buy
15,818
+3,589
+29% +$154K 0.26% 34
2025
Q3 		$519K Buy
12,229
+1,272
+12% +$52K 0.22% 37
2025
Q2 		$430K Buy
10,957
+27
+0.2% +$984 0.2% 39
2025
Q1 		$391K Sell
10,930
-206
-2% -$7.82K 0.2% 31
2024
Q4 		$422K Buy
11,136
+275
+3% +$10.5K 0.22% 31
2024
Q3 		$404K Buy
10,861
+4,615
+74% +$165K 0.21% 28
2024
Q2 		$218K Buy
+6,246
New +$212K 0.17% 28

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Envision Financial Planning reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.07% in Q2 2026, selling an estimated $588 and leaving 18,480 shares worth $862K. The position accounts for 0.28% of the portfolio, ranked #36.

Envision Financial Planning first reported a position in DFSU in Q2 2024 and has held it in 9 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Envision Financial Planning held 18,480 shares of Dimensional US Sustainability Core 1 ETF worth $862K as of Q2 2026.
  • Envision Financial Planning sold 13 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $588.
  • Dimensional US Sustainability Core 1 ETF made up 0.28% of Envision Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Envision Financial Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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