IA
DFSU

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

IFP 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 		$108K Buy
2,306
+1
+0% +$45 ﹤0.01% 1935
2026
Q1 		$94.7K Sell
2,305
-641
-22% -$27.7K ﹤0.01% 1878
2025
Q4 		$128K Buy
2,946
+216
+8% +$9.27K ﹤0.01% 1636
2025
Q3 		$116K Buy
2,730
+680
+33% +$27.8K ﹤0.01% 1586
2025
Q2 		$80.5K Buy
2,050
+53
+3% +$1.93K ﹤0.01% 1775
2025
Q1 		$71.5K Buy
1,997
+32
+2% +$1.22K ﹤0.01% 1709
2024
Q4 		$74.5K Buy
1,965
+400
+26% +$15.3K ﹤0.01% 1623
2024
Q3 		$58.2K Buy
+1,565
New +$55.9K ﹤0.01% 1663

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

IFP Advisors's DFSU Position: Q2 2026 in Review

IFP Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.04% in Q2 2026, buying an estimated $45 and bringing the position to 2,306 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

IFP Advisors first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. The position peaked at $128K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • IFP Advisors held 2,306 shares of Dimensional US Sustainability Core 1 ETF worth $108K as of Q2 2026.
  • IFP Advisors bought 1 Dimensional US Sustainability Core 1 ETF share in Q2 2026, an estimated $45.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1935 holding.
  • IFP Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $128K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.