HCA
DFSU

Heck Capital Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Heck Capital 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 		$491K Sell
10,537
-1,326
-11% -$60K 0.03% 155
2026
Q1 		$487K Sell
11,863
-285
-2% -$12.3K 0.04% 147
2025
Q4 		$528K Sell
12,148
-565
-4% -$24.3K 0.04% 148
2025
Q3 		$540K Sell
12,713
-18
-0.1% -$736 0.04% 142
2025
Q2 		$500K Sell
12,731
-5
-0% -$182 0.04% 134
2025
Q1 		$456K Buy
+12,736
New +$484K 0.05% 120

Other funds holding DFSU

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Heck Capital Advisors's DFSU Position: Q2 2026 in Review

Heck Capital Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q2 2026, selling an estimated $60K and leaving 10,537 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #155.

Heck Capital Advisors first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q3 2025. 140 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Heck Capital Advisors held 10,537 shares of Dimensional US Sustainability Core 1 ETF worth $491K as of Q2 2026.
  • Heck Capital Advisors sold 1,326 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $60K.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #155 holding.
  • Heck Capital Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • Heck Capital Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $540K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.