Investment Advisory Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Investment Advisory Group’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 Q1	$824K	Hold	20,053	–	–	0.21%	88
2025 Q4	$871K	Hold	20,053	–	–	0.22%	87
2025 Q3	$852K	Hold	20,053	–	–	0.23%	83
2025 Q2	$787K	Hold	20,053	–	–	0.24%	80
2025 Q1	$718K	Sell	20,053 -216	-1%	-$8.2K	0.24%	82
2024 Q4	$768K	Hold	20,269	–	–	0.26%	74
2024 Q3	$754K	Hold	20,269	–	–	0.26%	75
2024 Q2	$707K	Hold	20,269	–	–	0.27%	70
2024 Q1	$697K	Hold	20,269	–	–	0.29%	71
2023 Q4	$631K	Hold	20,269	–	–	0.29%	67
2023 Q3	$562K	Hold	20,269	–	–	0.29%	67
2023 Q2	$582K	Hold	20,269	–	–	0.3%	68
2023 Q1	$540K	Hold	20,269	–	–	0.31%	70
2022 Q4	$505K	Buy	+20,269	New	+$515K	0.31%	68

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return