MGW
DFSU

MB Generational Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

MB Generational Wealth’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 		$5.06M Buy
108,607
+3,647
+3% +$165K 2.48% 10
2026
Q1 		$4.31M Buy
104,960
+5,796
+6% +$251K 2.39% 10
2025
Q4 		$4.31M Buy
99,164
+13,160
+15% +$565K 2.28% 12
2025
Q3 		$3.65M Buy
+86,004
New +$3.52M 2.32% 12
2025
Q1 		$3.05M Sell
85,234
-752
-0.9% -$28.6K 2.28% 9
2024
Q4 		$3.26M Sell
85,986
-1,719
-2% -$65.9K 2.39% 9
2024
Q3 		$3.26M Sell
87,705
-1,373
-2% -$49K 2.35% 9
2024
Q2 		$3.11M Sell
89,078
-15,566
-15% -$528K 2.41% 9
2024
Q1 		$3.6M Buy
104,644
+71
+0.1% +$2.31K 2.83% 9
2023
Q4 		$3.26M Buy
+104,573
New +$3.01M 3.05% 8

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

MB Generational Wealth's DFSU Position: Q2 2026 in Review

MB Generational Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.5% in Q2 2026, buying an estimated $165K and bringing the position to 108,607 shares worth $5.06M. The position accounts for 2.48% of the portfolio, ranked #10.

MB Generational Wealth first reported a position in DFSU in Q4 2023 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • MB Generational Wealth held 108,607 shares of Dimensional US Sustainability Core 1 ETF worth $5.06M as of Q2 2026.
  • MB Generational Wealth bought 3,647 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $165K.
  • Dimensional US Sustainability Core 1 ETF made up 2.48% of MB Generational Wealth's portfolio in Q2 2026, its #10 holding.
  • MB Generational Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.