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

Mather 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
2026 Q3	$39.6K	Buy	+840	New	+$40.1K	﹤0.01%	1234
2026 Q2	–	Hold	0	–	–	–	1896
2026 Q1	–	Hold	0	–	–	–	1888

Other funds holding DFSU

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Mather Group's DFSU Position: Q3 2026 in Review

Mather Group opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2026: 840 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings.

82 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Mather Group held 840 shares of Dimensional US Sustainability Core 1 ETF worth $39.6K as of Q3 2026.
Dimensional US Sustainability Core 1 ETF was a new Mather Group position in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1234 holding.
82 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.