MWG
DFSU

Martin Worley Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Martin Worley Group’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
2025
Q2 		$2.93M Sell
74,747
-3,371
-4% -$123K 1.44% 22
2025
Q1 		$2.8M Buy
78,118
+26,498
+51% +$1.01M 1.6% 23
2024
Q4 		$1.96M Buy
+51,620
New +$1.98M 1.22% 27

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Martin Worley Group's DFSU Position: Q2 2025 in Review

Martin Worley Group reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.3% in Q2 2025, selling an estimated $123K and leaving 74,747 shares worth $2.93M. The position accounts for 1.44% of the portfolio, ranked #22.

Martin Worley Group first reported a position in DFSU in Q4 2024 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Martin Worley Group held 74,747 shares of Dimensional US Sustainability Core 1 ETF worth $2.93M as of Q2 2025.
  • Martin Worley Group sold 3,371 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $123K.
  • Dimensional US Sustainability Core 1 ETF made up 1.44% of Martin Worley Group's portfolio in Q2 2025, its #22 holding.
  • Martin Worley Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.