FFA
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Farther Finance Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Farther Finance 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
Q3 		$5.89M Buy
124,962
+83,191
+199% +$3.97M 0.04% 382
2026
Q2 		$1.95M Sell
41,771
-4,205
-9% -$190K 0.02% 761
2026
Q1 		$1.9M Buy
45,976
+9,961
+28% +$431K 0.02% 671
2025
Q4 		$1.56M Buy
36,015
+5,829
+19% +$250K 0.02% 686
2025
Q3 		$1.28M Buy
30,186
+760
+3% +$31.1K 0.02% 617
2025
Q2 		$1.15M Sell
29,426
-3,459
-11% -$126K 0.02% 540
2025
Q1 		$1.18M Sell
32,885
-6,508
-17% -$247K 0.03% 445
2024
Q4 		$1.49M Buy
39,393
+3,459
+10% +$133K 0.05% 267
2024
Q3 		$1.34M Buy
35,934
+29,426
+452% +$1.05M 0.05% 279
2024
Q2 		$227K Hold
6,508
– – 0.01% 795
2024
Q1 		$223K Hold
6,508
– – 0.01% 654
2023
Q4 		$203K Hold
6,508
– – 0.01% 550
2023
Q3 		$181K Buy
+6,508
New +$188K 0.03% 408

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Farther Finance Advisors's DFSU Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 199% in Q3 2026, buying an estimated $3.97M and bringing the position to 124,962 shares worth $5.89M. The position accounts for 0.04% of the portfolio, ranked #382.

Farther Finance Advisors first reported a position in DFSU in Q3 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Farther Finance Advisors held 124,962 shares of Dimensional US Sustainability Core 1 ETF worth $5.89M as of Q3 2026.
  • Farther Finance Advisors bought 83,191 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $3.97M.
  • Dimensional US Sustainability Core 1 ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #382 holding.
  • Farther Finance Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 13 quarters since.
  • 29 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.