FG
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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
Q3 		$5.87M Buy
124,539
+8,908
+8% +$425K 0.16% 51
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

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
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
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
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Foster Group's DFSU Position: Q3 2026 in Review

Foster Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.7% in Q3 2026, buying an estimated $425K and bringing the position to 124,539 shares worth $5.87M. The position accounts for 0.16% of the portfolio, ranked #51.

Foster Group first reported a position in DFSU in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Foster Group held 124,539 shares of Dimensional US Sustainability Core 1 ETF worth $5.87M as of Q3 2026.
  • Foster Group bought 8,908 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $425K.
  • Dimensional US Sustainability Core 1 ETF made up 0.16% of Foster Group's portfolio in Q3 2026, its #51 holding.
  • Foster Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.