FPI
DFSU

Financial Plan Inc’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Financial Plan Inc’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 		$1,000K Buy
24,326
+5,009
+26% +$217K 0.11% 48
2025
Q4 		$839K Buy
+19,317
New +$829K 0.1% 51

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
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
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 Plan Inc's DFSU Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 26% in Q1 2026, buying an estimated $217K and bringing the position to 24,326 shares worth $1,000K. The position accounts for 0.11% of the portfolio, ranked #48.

Financial Plan Inc first reported a position in DFSU in Q4 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Financial Plan Inc held 24,326 shares of Dimensional US Sustainability Core 1 ETF worth $1,000K as of Q1 2026.
  • Financial Plan Inc bought 5,009 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $217K.
  • Dimensional US Sustainability Core 1 ETF made up 0.11% of Financial Plan Inc's portfolio in Q1 2026, its #48 holding.
  • Financial Plan Inc first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.