LFG
DFSU

Larson Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Larson Financial 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 		$41.2K Hold
1,003
– – ﹤0.01% 1447
2025
Q4 		$43.5K Buy
+1,003
New +$43.1K ﹤0.01% 1299

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Larson Financial Group's DFSU Position: Q1 2026 in Review

Larson Financial Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 1,003 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Larson Financial Group first reported a position in DFSU in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.5K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Larson Financial Group held 1,003 shares of Dimensional US Sustainability Core 1 ETF worth $41.2K as of Q1 2026.
  • Larson Financial Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1447 holding.
  • Larson Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • Larson Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $43.5K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.