FWMP
DFSU

Foundation Wealth Management (Pennsylvania)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$2.82M Buy
60,566
+16
+0% +$724 0.85% 25
2026
Q1 		$2.49M Buy
60,550
+805
+1% +$34.8K 0.88% 25
2025
Q4 		$2.59M Buy
59,745
+387
+0.7% +$16.6K 0.94% 25
2025
Q3 		$2.52M Buy
59,358
+16
+0% +$655 0.98% 31
2025
Q2 		$2.33M Buy
59,342
+18
+0% +$656 1.01% 32
2025
Q1 		$2.12M Hold
59,324
– – 1.01% 33
2024
Q4 		$2.25M Buy
+59,324
New +$2.27M 1.09% 32

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFSU Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.03% in Q2 2026, buying an estimated $724 and bringing the position to 60,566 shares worth $2.82M. The position accounts for 0.85% of the portfolio, ranked #25.

Foundation Wealth Management (Pennsylvania) first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 60,566 shares of Dimensional US Sustainability Core 1 ETF worth $2.82M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 16 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $724.
  • Dimensional US Sustainability Core 1 ETF made up 0.85% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.