MWM
DFSU

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

Mission 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
Q2 		$3.72M Buy
79,869
+54,483
+215% +$2.46M 0.05% 217
2026
Q1 		$1.04M Buy
25,386
+4,014
+19% +$174K 0.02% 325
2025
Q4 		$928K Buy
+21,372
New +$917K 0.02% 349

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

Mission Wealth Management's DFSU Position: Q2 2026 in Review

Mission Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 215% in Q2 2026, buying an estimated $2.46M and bringing the position to 79,869 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #217.

Mission Wealth Management first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Mission Wealth Management held 79,869 shares of Dimensional US Sustainability Core 1 ETF worth $3.72M as of Q2 2026.
  • Mission Wealth Management bought 54,483 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.46M.
  • Dimensional US Sustainability Core 1 ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Mission Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.