Laurel Wealth Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Laurel Wealth Planning’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	$338K	Hold	7,247	–	–	0.15%	53
2026 Q1	$298K	Hold	7,247	–	–	0.16%	50
2025 Q4	$315K	Hold	7,247	–	–	0.17%	48
2025 Q3	$308K	Hold	7,247	–	–	0.16%	49
2025 Q2	$284K	Hold	7,247	–	–	0.16%	46
2025 Q1	$260K	Hold	7,247	–	–	0.17%	46
2024 Q4	$275K	Hold	7,247	–	–	0.18%	47
2024 Q3	$269K	Hold	7,247	–	–	0.18%	47
2024 Q2	$253K	Sell	7,247 -1,675	-19%	-$56.8K	0.18%	47
2024 Q1	$307K	Hold	8,922	–	–	0.2%	46
2023 Q4	$278K	Hold	8,922	–	–	0.2%	47
2023 Q3	$248K	Hold	8,922	–	–	0.19%	48
2023 Q2	$256K	Buy	+8,922	New	+$242K	0.18%	50

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

Laurel Wealth Planning's DFSU Position: Q2 2026 in Review

Laurel Wealth Planning held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 7,247 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #53.

Laurel Wealth Planning first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Laurel Wealth Planning held 7,247 shares of Dimensional US Sustainability Core 1 ETF worth $338K as of Q2 2026.
Laurel Wealth Planning left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.15% of Laurel Wealth Planning's portfolio in Q2 2026, its #53 holding.
Laurel Wealth Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.