KFGG
DFSU

Keystone Financial Group (Georgia)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Keystone Financial Group (Georgia)’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 		$399K Buy
8,563
+20
+0.2% +$905 0.21% 38
2026
Q1 		$351K Buy
8,543
+111
+1% +$4.8K 0.18% 41
2025
Q4 		$366K Buy
8,432
+18
+0.2% +$773 0.19% 45
2025
Q3 		$357K Buy
8,414
+20
+0.2% +$818 0.2% 46
2025
Q2 		$335K Buy
8,394
+21
+0.3% +$766 0.21% 46
2025
Q1 		$299K Buy
8,373
+18
+0.2% +$683 0.21% 47
2024
Q4 		$317K Buy
+8,355
New +$320K 0.26% 51

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Keystone Financial Group (Georgia)'s DFSU Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.23% in Q2 2026, buying an estimated $905 and bringing the position to 8,563 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #38.

Keystone Financial Group (Georgia) first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Keystone Financial Group (Georgia) held 8,563 shares of Dimensional US Sustainability Core 1 ETF worth $399K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 20 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $905.
  • Dimensional US Sustainability Core 1 ETF made up 0.21% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #38 holding.
  • Keystone Financial Group (Georgia) first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.