MWA
DFSU

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

Mills 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
Q2 		$1.58M Buy
33,829
+2,842
+9% +$129K 0.5% 24
2026
Q1 		$1.27M Buy
30,987
+4,575
+17% +$198K 0.44% 29
2025
Q4 		$1.15M Buy
26,412
+509
+2% +$21.8K 0.45% 33
2025
Q3 		$1.1M Hold
25,903
– – 0.45% 34
2025
Q2 		$1.02M Buy
25,903
+1,133
+5% +$41.3K 0.47% 33
2025
Q1 		$887K Buy
24,770
+213
+0.9% +$8.09K 0.47% 33
2024
Q4 		$931K Buy
24,557
+208
+0.9% +$7.97K 0.53% 28
2024
Q3 		$905K Buy
24,349
+154
+0.6% +$5.5K 0.62% 28
2024
Q2 		$843K Buy
24,195
+29
+0.1% +$983 0.6% 28
2024
Q1 		$832K Buy
24,166
+1,065
+5% +$34.6K 0.61% 29
2023
Q4 		$719K Buy
23,101
+778
+3% +$22.4K 0.55% 27
2023
Q3 		$619K Buy
22,323
+800
+4% +$23.1K 0.5% 27
2023
Q2 		$618K Buy
21,523
+9,886
+85% +$268K 0.47% 29
2023
Q1 		$310K Buy
+11,637
New +$306K 0.25% 38

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return