MADFP
DFSU

Michael A Dubis Financial Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Michael A Dubis Financial Planning’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
2025
Q1 		$260K Hold
7,253
– – 0.25% 40
2024
Q4 		$275K Buy
+7,253
New +$278K 0.27% 39

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Michael A Dubis Financial Planning's DFSU Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2025 at 7,253 shares worth $260K. The position accounts for 0.25% of the portfolio, ranked #40.

Michael A Dubis Financial Planning first reported a position in DFSU in Q4 2024 and has held it in 2 quarters since. The position peaked at $275K in Q4 2024. 205 funds tracked by Wall St. Rank hold DFSU as of Q1 2025.

  • Michael A Dubis Financial Planning held 7,253 shares of Dimensional US Sustainability Core 1 ETF worth $260K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2025.
  • Dimensional US Sustainability Core 1 ETF made up 0.25% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #40 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Dimensional US Sustainability Core 1 ETF position peaked at $275K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.