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
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 $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

MB Generational Wealth's DFSU Position: Q1 2026 in Review

MB Generational Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.8% in Q1 2026, buying an estimated $251K and bringing the position to 104,960 shares worth $4.31M. The position accounts for 2.39% of the portfolio, ranked #10.

MB Generational Wealth first reported a position in DFSU in Q4 2023 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • MB Generational Wealth held 104,960 shares of Dimensional US Sustainability Core 1 ETF worth $4.31M as of Q1 2026.
  • MB Generational Wealth bought 5,796 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $251K.
  • Dimensional US Sustainability Core 1 ETF made up 2.39% of MB Generational Wealth's portfolio in Q1 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 9 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.