MWA
DFSU

Medallion Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Medallion Wealth Advisors’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
Q1 		$72.4K Hold
1,761
– – 0.02% 408
2025
Q4 		$76.5K Hold
1,761
– – 0.03% 399
2025
Q3 		$74.8K Hold
1,761
– – 0.03% 402
2025
Q2 		$69.6K Hold
1,761
– – 0.03% 406
2025
Q1 		$63.4K Hold
1,761
– – 0.03% 383
2024
Q4 		$66.7K Buy
+1,761
New +$67.5K 0.03% 362

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Medallion Wealth Advisors's DFSU Position: Q1 2026 in Review

Medallion Wealth Advisors held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 1,761 shares worth $72.4K. The position accounts for 0.02% of the portfolio, ranked #408.

Medallion Wealth Advisors first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $76.5K in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Medallion Wealth Advisors held 1,761 shares of Dimensional US Sustainability Core 1 ETF worth $72.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #408 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $76.5K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.