MSWM
DFSU

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

McGlone Suttner 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 		$341K Hold
7,313
– – 0.04% 157
2026
Q1 		$300K Hold
7,313
– – 0.04% 160
2025
Q4 		$318K Hold
7,313
– – 0.04% 155
2025
Q3 		$311K Hold
7,313
– – 0.04% 155
2025
Q2 		$287K Buy
+7,313
New +$267K 0.04% 155

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

McGlone Suttner Wealth Management's DFSU Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 7,313 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #157.

McGlone Suttner Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • McGlone Suttner Wealth Management held 7,313 shares of Dimensional US Sustainability Core 1 ETF worth $341K as of Q2 2026.
  • McGlone Suttner Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #157 holding.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.