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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return