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Forvis Mazars Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Forvis Mazars Wealth Advisors’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
Q3 		$542K Hold
11,481
– – 0.01% 286
2026
Q2 		$535K Hold
11,481
– – 0.01% 294
2026
Q1 		$472K Hold
11,481
– – 0.01% 292
2025
Q4 		$499K Hold
11,481
– – 0.01% 285
2025
Q3 		$488K Hold
11,481
– – 0.01% 286
2025
Q2 		$451K Hold
11,481
– – 0.01% 302
2025
Q1 		$411K Sell
11,481
-324
-3% -$12.3K 0.01% 312
2024
Q4 		$447K Hold
11,805
– – 0.01% 321
2024
Q3 		$439K Sell
11,805
-36
-0.3% -$1.29K 0.01% 334
2024
Q2 		$413K Sell
11,841
-443
-4% -$15K 0.01% 315
2024
Q1 		$423K Sell
12,284
-403
-3% -$13.1K 0.01% 310
2023
Q4 		$395K Sell
12,687
-3,760
-23% -$108K 0.01% 305
2023
Q3 		$456K Buy
16,447
+401
+2% +$11.6K 0.01% 284
2023
Q2 		$461K Buy
16,046
+324
+2% +$8.77K 0.01% 301
2023
Q1 		$419K Buy
+15,722
New +$413K 0.01% 286

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFSU Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 11,481 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #286.

Forvis Mazars Wealth Advisors first reported a position in DFSU in Q1 2023 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 11,481 shares of Dimensional US Sustainability Core 1 ETF worth $542K as of Q3 2026.
  • Forvis Mazars Wealth Advisors left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #286 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.