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
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 $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 $276M AUM 20.55% 1-Year Est. Return