FCG
DFSU

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

Financial Connections 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
Q1 		$1.9M Buy
46,359
+1,201
+3% +$51.9K 0.66% 29
2025
Q4 		$1.96M Buy
45,158
+828
+2% +$35.5K 0.67% 30
2025
Q3 		$1.88M Sell
44,330
-1,247
-3% -$51K 0.73% 27
2025
Q2 		$1.79M Buy
45,577
+27,442
+151% +$1M 0.74% 28
2025
Q1 		$649K Buy
18,135
+5,904
+48% +$224K 0.29% 35
2024
Q4 		$463K Buy
12,231
+4
+0% +$153 0.22% 38
2024
Q3 		$454K Buy
12,227
+142
+1% +$5.07K 0.22% 37
2024
Q2 		$421K Sell
12,085
-6,667
-36% -$226K 0.22% 37
2024
Q1 		$646K Buy
18,752
+1,205
+7% +$39.2K 0.71% 18
2023
Q4 		$546K Buy
17,547
+5,904
+51% +$170K 0.35% 32
2023
Q3 		$323K Buy
11,643
+4,101
+54% +$119K 0.4% 29
2023
Q2 		$216K Sell
7,542
-9,328
-55% -$253K 0.14% 53
2023
Q1 		$449K Sell
16,870
-173
-1% -$4.55K 0.32% 39
2022
Q4 		$424K Buy
+17,043
New +$433K 0.33% 36

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 $311M AUM 27.35% 1-Year Est. Return

Financial Connections Group's DFSU Position: Q1 2026 in Review

Financial Connections Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.7% in Q1 2026, buying an estimated $51.9K and bringing the position to 46,359 shares worth $1.9M. The position accounts for 0.66% of the portfolio, ranked #29.

Financial Connections Group first reported a position in DFSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Financial Connections Group held 46,359 shares of Dimensional US Sustainability Core 1 ETF worth $1.9M as of Q1 2026.
  • Financial Connections Group bought 1,201 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $51.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.66% of Financial Connections Group's portfolio in Q1 2026, its #29 holding.
  • Financial Connections Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Connections Group's Dimensional US Sustainability Core 1 ETF position peaked at $1.96M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.