FFG
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Fiduciary Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Fiduciary Financial Group’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 		$1.55M Buy
32,886
+2,432
+8% +$116K 0.18% 81
2026
Q2 		$1.42M Sell
30,454
-324
-1% -$14.7K 0.16% 85
2026
Q1 		$1.26M Buy
30,778
+1,843
+6% +$79.7K 0.17% 86
2025
Q4 		$1.26M Sell
28,935
-235
-0.8% -$10.1K 0.18% 83
2025
Q3 		$1.24M Buy
29,170
+3,132
+12% +$128K 0.2% 72
2025
Q2 		$1.03M Buy
26,038
+3,212
+14% +$117K 0.19% 77
2025
Q1 		$765K Sell
22,826
-20,009
-47% -$760K 0.17% 87
2024
Q4 		$1.61M Buy
42,835
+6,973
+19% +$267K 0.35% 46
2024
Q3 		$1.33M Buy
35,862
+9,664
+37% +$345K 0.31% 51
2024
Q2 		$956K Buy
+26,198
New +$888K 0.23% 62

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
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Fiduciary Financial Group's DFSU Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8% in Q3 2026, buying an estimated $116K and bringing the position to 32,886 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #81.

Fiduciary Financial Group first reported a position in DFSU in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2024. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Fiduciary Financial Group held 32,886 shares of Dimensional US Sustainability Core 1 ETF worth $1.55M as of Q3 2026.
  • Fiduciary Financial Group bought 2,432 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $116K.
  • Dimensional US Sustainability Core 1 ETF made up 0.18% of Fiduciary Financial Group's portfolio in Q3 2026, its #81 holding.
  • Fiduciary Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $1.61M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.