GWM
DFSU

Grand Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Grand Wealth Management’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 		$521K Buy
11,173
+4,025
+56% +$182K 0.22% 26
2026
Q1 		$294K Buy
7,148
+2
+0% +$86 0.14% 33
2025
Q4 		$310K Sell
7,146
-18
-0.3% -$773 0.14% 31
2025
Q3 		$304K Buy
7,164
+2
+0% +$82 0.15% 31
2025
Q2 		$281K Buy
7,162
+4,544
+174% +$166K 0.14% 31
2025
Q1 		$93.7K Sell
2,618
-1,399
-35% -$53.1K 0.05% 48
2024
Q4 		$152K Buy
4,017
+1,371
+52% +$52.5K 0.08% 38
2024
Q3 		$98.4K Buy
2,646
+441
+20% +$15.8K 0.06% 44
2024
Q2 		$76.9K Sell
2,205
-14,011
-86% -$475K 0.05% 45
2024
Q1 		$558K Hold
16,216
– – 0.27% 31
2023
Q4 		$505K Sell
16,216
-37
-0.2% -$1.07K 0.27% 29
2023
Q3 		$451K Buy
16,253
+150
+0.9% +$4.34K 0.28% 30
2023
Q2 		$462K Buy
16,103
+4,664
+41% +$126K 0.27% 29
2023
Q1 		$305K Buy
11,439
+465
+4% +$12.2K 0.18% 33
2022
Q4 		$274K Buy
+10,974
New +$279K 0.17% 34

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

Grand Wealth Management's DFSU Position: Q2 2026 in Review

Grand Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 56% in Q2 2026, buying an estimated $182K and bringing the position to 11,173 shares worth $521K. The position accounts for 0.22% of the portfolio, ranked #26.

Grand Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. The position peaked at $558K in Q1 2024. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Grand Wealth Management held 11,173 shares of Dimensional US Sustainability Core 1 ETF worth $521K as of Q2 2026.
  • Grand Wealth Management bought 4,025 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $182K.
  • Dimensional US Sustainability Core 1 ETF made up 0.22% of Grand Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Grand Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Grand Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $558K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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