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

Ledgewood 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 Q3	$856K	Hold	18,148	–	–	0.47%	32
2026 Q2	$846K	Buy	18,148 +20	+0.1%	+$905	0.45%	33
2026 Q1	$745K	Sell	18,128 -2	-0%	-$86	0.42%	34
2025 Q4	$787K	Hold	18,130	–	–	0.45%	32
2025 Q3	$770K	Hold	18,130	–	–	0.46%	34
2025 Q2	$712K	Hold	18,130	–	–	0.45%	33
2025 Q1	$649K	Hold	18,130	–	–	0.42%	35
2024 Q4	$687K	Hold	18,130	–	–	0.44%	35
2024 Q3	$674K	Hold	18,130	–	–	0.45%	30
2024 Q2	$632K	Hold	18,130	–	–	0.54%	28
2024 Q1	$624K	Hold	18,130	–	–	0.58%	27
2023 Q4	$564K	Buy	+18,130	New	+$522K	0.52%	28

Other funds holding DFSU

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FWMP

Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Ledgewood Wealth Advisors's DFSU Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 18,148 shares worth $856K. The position accounts for 0.47% of the portfolio, ranked #32.

Ledgewood Wealth Advisors first reported a position in DFSU in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Ledgewood Wealth Advisors held 18,148 shares of Dimensional US Sustainability Core 1 ETF worth $856K as of Q3 2026.
Ledgewood Wealth Advisors left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up 0.47% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #32 holding.
Ledgewood Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.