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 Q3	$345K	Hold	7,313	–	–	0.04%	155
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

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

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

McGlone Suttner Wealth Management's DFSU Position: Q3 2026 in Review

McGlone Suttner Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 7,313 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #155.

McGlone Suttner Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

McGlone Suttner Wealth Management held 7,313 shares of Dimensional US Sustainability Core 1 ETF worth $345K as of Q3 2026.
McGlone Suttner Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #155 holding.
McGlone Suttner Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

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