IWS
DFSU

Integrity Wealth Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Integrity Wealth Solutions’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 		$264K Buy
5,666
+99
+2% +$4.48K 0.1% 104
2026
Q1 		$229K Buy
5,567
+59
+1% +$2.55K 0.09% 116
2025
Q4 		$239K Sell
5,508
-288
-5% -$12.4K 0.09% 112
2025
Q3 		$246K Buy
5,796
+14
+0.2% +$573 0.11% 103
2025
Q2 		$227K Buy
5,782
+97
+2% +$3.54K 0.11% 103
2025
Q1 		$204K Sell
5,685
-1,119
-16% -$42.5K 0.11% 100
2024
Q4 		$258K Buy
+6,804
New +$261K 0.14% 84

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

Integrity Wealth Solutions's DFSU Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.8% in Q2 2026, buying an estimated $4.48K and bringing the position to 5,666 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #104.

Integrity Wealth Solutions first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Integrity Wealth Solutions held 5,666 shares of Dimensional US Sustainability Core 1 ETF worth $264K as of Q2 2026.
  • Integrity Wealth Solutions bought 99 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.48K.
  • Dimensional US Sustainability Core 1 ETF made up 0.1% of Integrity Wealth Solutions's portfolio in Q2 2026, its #104 holding.
  • Integrity Wealth Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.