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 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

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

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Fiduciary Financial Group's DFSU Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.1% in Q2 2026, selling an estimated $14.7K and leaving 30,454 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #85.

Fiduciary Financial Group first reported a position in DFSU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2024. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Fiduciary Financial Group held 30,454 shares of Dimensional US Sustainability Core 1 ETF worth $1.42M as of Q2 2026.
Fiduciary Financial Group sold 324 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $14.7K.
Dimensional US Sustainability Core 1 ETF made up 0.16% of Fiduciary Financial Group's portfolio in Q2 2026, its #85 holding.
Fiduciary Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $1.61M in Q4 2024.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.