HWM
DFSU

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

HB 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 		$677K Buy
+14,521
New +$657K ﹤0.01% 951

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

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

HB Wealth Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 14,521 shares worth $677K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • HB Wealth Management held 14,521 shares of Dimensional US Sustainability Core 1 ETF worth $677K as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new HB Wealth Management position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #951 holding.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.