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

JFS Wealth 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	$210K	Sell	4,499 -18	-0.4%	-$814	0.01%	327
2026 Q1	$186K	Sell	4,517 -196	-4%	-$8.47K	0.01%	337
2025 Q4	$205K	Hold	4,713	–	–	0.01%	319
2025 Q3	$200K	Hold	4,713	–	–	0.01%	327
2025 Q2	$185K	Hold	4,713	–	–	0.01%	308
2025 Q1	$169K	Hold	4,713	–	–	0.01%	322
2024 Q4	$179K	Hold	4,713	–	–	0.01%	300
2024 Q3	$175K	Hold	4,713	–	–	0.01%	301
2024 Q2	$164K	Hold	4,713	–	–	0.01%	258
2024 Q1	$162K	Hold	4,713	–	–	0.01%	260
2023 Q4	$147K	Hold	4,713	–	–	0.01%	258
2023 Q3	$131K	Sell	4,713 -843	-15%	-$24.4K	0.01%	257
2023 Q2	$159K	Buy	+5,556	New	+$150K	0.01%	238

Other funds holding DFSU

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return