LWP
DFSU

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
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

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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

Laurel Wealth Planning's DFSU Position: Q1 2026 in Review

Laurel Wealth Planning held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 7,247 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #50.

Laurel Wealth Planning first reported a position in DFSU in Q2 2023 and has held it in 12 quarters since. The position peaked at $315K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Laurel Wealth Planning held 7,247 shares of Dimensional US Sustainability Core 1 ETF worth $298K as of Q1 2026.
  • Laurel Wealth Planning left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.16% of Laurel Wealth Planning's portfolio in Q1 2026, its #50 holding.
  • Laurel Wealth Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
  • Laurel Wealth Planning's Dimensional US Sustainability Core 1 ETF position peaked at $315K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.