MWM
DFSU

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

Meritas 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
Q1 		$1.01M Buy
24,692
+2,368
+11% +$102K 0.46% 24
2025
Q4 		$970K Buy
22,324
+725
+3% +$31.1K 0.47% 26
2025
Q3 		$917K Hold
21,599
– – 0.45% 27
2025
Q2 		$848K Hold
21,599
– – 0.47% 28
2025
Q1 		$773K Buy
21,599
+8,843
+69% +$336K 0.45% 28
2024
Q4 		$483K Sell
12,756
-419
-3% -$16.1K 0.29% 33
2024
Q3 		$490K Buy
13,175
+6,216
+89% +$222K 0.3% 31
2024
Q2 		$243K Sell
6,959
-560
-7% -$19K 0.17% 42
2024
Q1 		$259K Hold
7,519
– – 0.18% 39
2023
Q4 		$234K Buy
+7,519
New +$217K 0.18% 43
2023
Q1 		– Sell
-21,537
Closed -$537K – 43
2022
Q4 		$537K Buy
+21,537
New +$547K 0.44% 25

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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

Meritas Wealth Management's DFSU Position: Q1 2026 in Review

Meritas Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 11% in Q1 2026, buying an estimated $102K and bringing the position to 24,692 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #24.

Meritas Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Meritas Wealth Management held 24,692 shares of Dimensional US Sustainability Core 1 ETF worth $1.01M as of Q1 2026.
  • Meritas Wealth Management bought 2,368 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $102K.
  • Dimensional US Sustainability Core 1 ETF made up 0.46% of Meritas Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Meritas Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Meritas Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.