MWM
DFSU

MBE Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

MBE Wealth Management’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 		$329K Buy
7,063
+41
+0.6% +$1.85K 0.12% 116
2026
Q1 		$289K Hold
7,022
– – 0.12% 113
2025
Q4 		$305K Buy
7,022
+65
+0.9% +$2.79K 0.13% 103
2025
Q3 		$295K Hold
6,957
– – 0.13% 105
2025
Q2 		$273K Hold
6,957
– – 0.12% 106
2025
Q1 		$249K Buy
+6,957
New +$264K 0.12% 103

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return

MBE Wealth Management's DFSU Position: Q2 2026 in Review

MBE Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.58% in Q2 2026, buying an estimated $1.85K and bringing the position to 7,063 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #116.

MBE Wealth Management first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • MBE Wealth Management held 7,063 shares of Dimensional US Sustainability Core 1 ETF worth $329K as of Q2 2026.
  • MBE Wealth Management bought 41 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.85K.
  • Dimensional US Sustainability Core 1 ETF made up 0.12% of MBE Wealth Management's portfolio in Q2 2026, its #116 holding.
  • MBE Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.