FFM
DFSU

Flagstone Financial Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Flagstone Financial Management’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 		$2.6M Buy
55,686
+1,737
+3% +$78.6K 0.58% 18
2026
Q1 		$2.22M Buy
53,949
+2,056
+4% +$88.9K 0.55% 18
2025
Q4 		$2.25M Buy
51,893
+4,432
+9% +$190K 0.58% 19
2025
Q3 		$2.02M Buy
47,461
+18,786
+66% +$769K 0.53% 21
2025
Q2 		$1.13M Buy
28,675
+13,317
+87% +$486K 0.32% 21
2025
Q1 		$550K Buy
15,358
+340
+2% +$12.9K 0.18% 32
2024
Q4 		$569K Buy
15,018
+179
+1% +$6.86K 0.19% 30
2024
Q3 		$552K Buy
14,839
+601
+4% +$21.5K 0.19% 29
2024
Q2 		$496K Buy
14,238
+7,742
+119% +$262K 0.18% 30
2024
Q1 		$224K Buy
+6,496
New +$211K 0.09% 43

Other funds holding DFSU

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
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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Flagstone Financial Management's DFSU Position: Q2 2026 in Review

Flagstone Financial Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.2% in Q2 2026, buying an estimated $78.6K and bringing the position to 55,686 shares worth $2.6M. The position accounts for 0.58% of the portfolio, ranked #18.

Flagstone Financial Management first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Flagstone Financial Management held 55,686 shares of Dimensional US Sustainability Core 1 ETF worth $2.6M as of Q2 2026.
  • Flagstone Financial Management bought 1,737 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $78.6K.
  • Dimensional US Sustainability Core 1 ETF made up 0.58% of Flagstone Financial Management's portfolio in Q2 2026, its #18 holding.
  • Flagstone Financial Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.