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 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

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

Ledgewood Wealth Advisors's DFSU Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.11% in Q2 2026, buying an estimated $905 and bringing the position to 18,148 shares worth $846K. The position accounts for 0.45% of the portfolio, ranked #33.

Ledgewood Wealth Advisors first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Ledgewood Wealth Advisors held 18,148 shares of Dimensional US Sustainability Core 1 ETF worth $846K as of Q2 2026.
Ledgewood Wealth Advisors bought 20 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $905.
Dimensional US Sustainability Core 1 ETF made up 0.45% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Ledgewood Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.