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 Q3	$333K	Hold	7,063	–	–	0.12%	122
2026 Q2	$329K	Buy	7,063 +41	+0.6%	+$1.86K	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

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

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

MASECO Private Wealth London $3.65B AUM 9.71% 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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

MBE Wealth Management's DFSU Position: Q3 2026 in Review

MBE Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 7,063 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #122.

MBE Wealth Management first reported a position in DFSU in Q1 2025 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

MBE Wealth Management held 7,063 shares of Dimensional US Sustainability Core 1 ETF worth $333K as of Q3 2026.
MBE Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up 0.12% of MBE Wealth Management's portfolio in Q3 2026, its #122 holding.
MBE Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.