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

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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mills Wealth Advisors's DFSU Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 9.2% in Q2 2026, buying an estimated $129K and bringing the position to 33,829 shares worth $1.58M. The position accounts for 0.5% of the portfolio, ranked #24.

Mills Wealth Advisors first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Mills Wealth Advisors held 33,829 shares of Dimensional US Sustainability Core 1 ETF worth $1.58M as of Q2 2026.
  • Mills Wealth Advisors bought 2,842 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $129K.
  • Dimensional US Sustainability Core 1 ETF made up 0.5% of Mills Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Mills Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.