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 Q2	$935K	Hold	20,053	–	–	0.2%	87
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 $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Investment Advisory Group's DFSU Position: Q2 2026 in Review

Investment Advisory Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 20,053 shares worth $935K. The position accounts for 0.2% of the portfolio, ranked #87.

Investment Advisory Group first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Investment Advisory Group held 20,053 shares of Dimensional US Sustainability Core 1 ETF worth $935K as of Q2 2026.
Investment Advisory Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.2% of Investment Advisory Group's portfolio in Q2 2026, its #87 holding.
Investment Advisory Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.