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

Geometric 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 Q2	$410K	Buy	8,792 +183	+2%	+$8.28K	0.04%	64
2026 Q1	$354K	Sell	8,609 -5,626	-40%	-$243K	0.04%	67
2025 Q4	$618K	Buy	14,235 +30	+0.2%	+$1.29K	0.08%	43
2025 Q3	$603K	Buy	14,205 +2,535	+22%	+$104K	0.08%	41
2025 Q2	$458K	Buy	11,670 +868	+8%	+$31.6K	0.07%	48
2025 Q1	$387K	Buy	10,802 +709	+7%	+$26.9K	0.07%	58
2024 Q4	$383K	Sell	10,093 -953	-9%	-$36.5K	0.07%	51
2024 Q3	$411K	Buy	+11,046	New	+$395K	0.08%	47

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Geometric Wealth Advisors's DFSU Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.1% in Q2 2026, buying an estimated $8.28K and bringing the position to 8,792 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #64.

Geometric Wealth Advisors first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. The position peaked at $618K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Geometric Wealth Advisors held 8,792 shares of Dimensional US Sustainability Core 1 ETF worth $410K as of Q2 2026.
Geometric Wealth Advisors bought 183 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $8.28K.
Dimensional US Sustainability Core 1 ETF made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Geometric Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
Geometric Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $618K in Q4 2025.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.