McGrath & Associates’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

McGrath & Associates’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	$643K	Buy	13,785 +31	+0.2%	+$1.4K	0.84%	22
2026 Q1	$565K	Buy	13,754 +101	+0.7%	+$4.37K	0.83%	24
2025 Q4	$593K	Buy	13,653 +33	+0.2%	+$1.42K	0.84%	25
2025 Q3	$578K	Buy	13,620 +102	+0.8%	+$4.17K	0.86%	26
2025 Q2	$531K	Buy	13,518 +1,188	+10%	+$43.3K	0.86%	28
2025 Q1	$442K	Buy	12,330 +5,286	+75%	+$201K	0.81%	30
2024 Q4	$267K	Buy	+7,044	New	+$270K	0.54%	35

Other funds holding DFSU

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

McGrath & Associates's DFSU Position: Q2 2026 in Review

McGrath & Associates increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.23% in Q2 2026, buying an estimated $1.4K and bringing the position to 13,785 shares worth $643K. The position accounts for 0.84% of the portfolio, ranked #22.

McGrath & Associates first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

McGrath & Associates held 13,785 shares of Dimensional US Sustainability Core 1 ETF worth $643K as of Q2 2026.
McGrath & Associates bought 31 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.4K.
Dimensional US Sustainability Core 1 ETF made up 0.84% of McGrath & Associates's portfolio in Q2 2026, its #22 holding.
McGrath & Associates first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.