FG
DFSU

Foster Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Foster Group’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 		$5.39M Sell
115,631
-2,214
-2% -$100K 0.14% 54
2026
Q1 		$4.84M Buy
117,845
+777
+0.7% +$33.6K 0.14% 53
2025
Q4 		$5.08M Buy
117,068
+5,372
+5% +$231K 0.15% 50
2025
Q3 		$4.74M Buy
111,696
+97,789
+703% +$4M 0.15% 51
2025
Q2 		$546K Buy
13,907
+599
+5% +$21.8K 0.02% 139
2025
Q1 		$477K Sell
13,308
-30
-0.2% -$1.14K 0.02% 131
2024
Q4 		$506K Hold
13,338
– – 0.02% 121
2024
Q3 		$496K Hold
13,338
– – 0.02% 127
2024
Q2 		$465K Buy
+13,338
New +$452K 0.02% 132

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return