Exencial Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Exencial Wealth Advisors’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	$445K	Buy	10,818 +3,597	+50%	+$156K	0.01%	423
2025 Q4	$314K	Hold	7,221	–	–	0.01%	459
2025 Q3	$307K	Hold	7,221	–	–	0.01%	450
2025 Q2	$283K	Hold	7,221	–	–	0.01%	436
2025 Q1	$259K	Buy	7,221 +1,256	+21%	+$47.7K	0.01%	442
2024 Q4	$226K	Hold	5,965	–	–	0.01%	471
2024 Q3	$222K	Sell	5,965 -25	-0.4%	-$893	0.01%	470
2024 Q2	$209K	Buy	+5,990	New	+$203K	0.01%	469

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Exencial Wealth Advisors's DFSU Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 50% in Q1 2026, buying an estimated $156K and bringing the position to 10,818 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #423.

Exencial Wealth Advisors first reported a position in DFSU in Q2 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Exencial Wealth Advisors held 10,818 shares of Dimensional US Sustainability Core 1 ETF worth $445K as of Q1 2026.
Exencial Wealth Advisors bought 3,597 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $156K.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #423 holding.
Exencial Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.