FMWA
DFSU

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
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

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