LFA
DFSU

Level Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Level Financial 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 		$3.14M Sell
67,307
-794
-1% -$35.9K 0.7% 31
2026
Q1 		$2.8M Sell
68,101
-1,164
-2% -$50.3K 0.71% 30
2025
Q4 		$3.01M Buy
69,265
+1,689
+2% +$72.5K 0.8% 29
2025
Q3 		$2.87M Buy
67,576
+5,842
+9% +$239K 0.81% 29
2025
Q2 		$2.42M Buy
61,734
+3,739
+6% +$136K 0.75% 29
2025
Q1 		$2.08M Sell
57,995
-490
-0.8% -$18.6K 0.71% 31
2024
Q4 		$2.22M Buy
58,485
+11,144
+24% +$427K 0.81% 28
2024
Q3 		$1.76M Buy
47,341
+8,277
+21% +$296K 0.67% 33
2024
Q2 		$1.36M Sell
39,064
-849
-2% -$28.8K 0.59% 32
2024
Q1 		$1.37M Buy
39,913
+36,976
+1,259% +$1.2M 0.62% 31
2023
Q4 		$91.4K Buy
2,937
+2,112
+256% +$60.8K 0.05% 87
2023
Q3 		$22.9K Hold
825
– – 0.01% 146
2023
Q2 		$23.7K Buy
+825
New +$22.3K 0.01% 140

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Level Financial Advisors's DFSU Position: Q2 2026 in Review

Level Financial Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.2% in Q2 2026, selling an estimated $35.9K and leaving 67,307 shares worth $3.14M. The position accounts for 0.7% of the portfolio, ranked #31.

Level Financial Advisors first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Level Financial Advisors held 67,307 shares of Dimensional US Sustainability Core 1 ETF worth $3.14M as of Q2 2026.
  • Level Financial Advisors sold 794 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $35.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.7% of Level Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Level Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.