MFA
DFSU

Morling Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Morling Financial 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 		$1.89M Buy
40,489
+1,060
+3% +$47.9K 0.52% 22
2026
Q1 		$1.62M Sell
39,429
-757
-2% -$32.7K 0.5% 22
2025
Q4 		$1.75M Sell
40,186
-931
-2% -$40K 0.55% 22
2025
Q3 		$1.75M Buy
41,117
+878
+2% +$35.9K 0.58% 22
2025
Q2 		$1.58M Buy
40,239
+1,532
+4% +$55.9K 0.52% 22
2025
Q1 		$1.39M Buy
38,707
+10,133
+35% +$385K 0.48% 24
2024
Q4 		$1.08M Buy
28,574
+2,307
+9% +$88.4K 0.38% 25
2024
Q3 		$977K Sell
26,267
-3,935
-13% -$141K 0.37% 28
2024
Q2 		$1.05M Buy
30,202
+984
+3% +$33.3K 0.46% 24
2024
Q1 		$1.01M Buy
29,218
+33
+0.1% +$1.07K 0.58% 24
2023
Q4 		$909K Buy
+29,185
New +$841K 0.73% 24

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

Morling Financial Advisors's DFSU Position: Q2 2026 in Review

Morling Financial Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.7% in Q2 2026, buying an estimated $47.9K and bringing the position to 40,489 shares worth $1.89M. The position accounts for 0.52% of the portfolio, ranked #22.

Morling Financial Advisors first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Morling Financial Advisors held 40,489 shares of Dimensional US Sustainability Core 1 ETF worth $1.89M as of Q2 2026.
  • Morling Financial Advisors bought 1,060 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $47.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.52% of Morling Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Morling Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.