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

Forum 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	$22M	Buy	471,383 +21,800	+5%	+$986K	0.28%	21
2026 Q1	$18.5M	Buy	449,583 +9,930	+2%	+$429K	0.26%	24
2025 Q4	$19.1M	Buy	439,653 +8,522	+2%	+$366K	0.25%	30
2025 Q3	$18.3M	Buy	431,131 +15,127	+4%	+$619K	0.25%	28
2025 Q2	$16.3M	Buy	416,004 +19,746	+5%	+$720K	0.25%	26
2025 Q1	$14.2M	Sell	396,258 -2,390	-0.6%	-$90.8K	0.23%	27
2024 Q4	$15.1M	Buy	398,648 +1,143	+0.3%	+$43.8K	0.25%	26
2024 Q3	$14.8M	Buy	397,505 +2,931	+0.7%	+$105K	0.25%	28
2024 Q2	$13.8M	Buy	394,574 +18,013	+5%	+$610K	0.25%	28
2024 Q1	$13M	Buy	376,561 +21,259	+6%	+$691K	0.22%	30
2023 Q4	$11.1M	Buy	355,302 +148,434	+72%	+$4.27M	0.21%	27
2023 Q3	$5.74M	Buy	206,868 +117,070	+130%	+$3.38M	0.13%	36
2023 Q2	$2.58M	Buy	89,798 +61,591	+218%	+$1.67M	0.06%	66
2023 Q1	$751K	Buy	+28,207	New	+$741K	0.02%	183

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

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

Forum Financial Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.8% in Q2 2026, buying an estimated $986K and bringing the position to 471,383 shares worth $22M. The position accounts for 0.28% of the portfolio, ranked #21.

Forum Financial Management first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Forum Financial Management held 471,383 shares of Dimensional US Sustainability Core 1 ETF worth $22M as of Q2 2026.
Forum Financial Management bought 21,800 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $986K.
Dimensional US Sustainability Core 1 ETF made up 0.28% of Forum Financial Management's portfolio in Q2 2026, its #21 holding.
Forum Financial Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.