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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
Q3 		$3.18M Buy
67,511
+204
+0.3% +$9.74K 0.7% 31
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

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Level Financial Advisors's DFSU Position: Q3 2026 in Review

Level Financial Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.3% in Q3 2026, buying an estimated $9.74K and bringing the position to 67,511 shares worth $3.18M. 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 14 quarters since. 26 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Level Financial Advisors held 67,511 shares of Dimensional US Sustainability Core 1 ETF worth $3.18M as of Q3 2026.
  • Level Financial Advisors bought 204 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $9.74K.
  • Dimensional US Sustainability Core 1 ETF made up 0.7% of Level Financial Advisors's portfolio in Q3 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 14 quarters since.
  • 26 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.