MWM
DFSU

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

Momentous 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 		$7.97M Buy
194,063
+9,767
+5% +$422K 4.56% 7
2025
Q4 		$8M Buy
184,296
+15,084
+9% +$647K 4.54% 7
2025
Q3 		$7.19M Buy
169,212
+1,113
+0.7% +$45.5K 4.56% 7
2025
Q2 		$6.6M Buy
168,099
+18,719
+13% +$683K 4.26% 7
2025
Q1 		$5.35M Buy
149,380
+4,035
+3% +$153K 3.79% 8
2024
Q4 		$5.51M Buy
+145,345
New +$5.57M 4.57% 7

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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

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

Momentous Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.3% in Q1 2026, buying an estimated $422K and bringing the position to 194,063 shares worth $7.97M. The position accounts for 4.56% of the portfolio, ranked #7.

Momentous Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $8M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Momentous Wealth Management held 194,063 shares of Dimensional US Sustainability Core 1 ETF worth $7.97M as of Q1 2026.
  • Momentous Wealth Management bought 9,767 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $422K.
  • Dimensional US Sustainability Core 1 ETF made up 4.56% of Momentous Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Momentous Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $8M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.