MFC
DFSU

Morris Financial Concepts’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Morris Financial Concepts’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 		$1.64M Buy
35,144
+1,627
+5% +$73.6K 0.5% 35
2026
Q1 		$1.38M Buy
33,517
+21,882
+188% +$946K 0.47% 40
2025
Q4 		$505K Buy
11,635
+4
+0% +$172 0.18% 69
2025
Q3 		$494K Buy
11,631
+4
+0% +$164 0.18% 69
2025
Q2 		$456K Buy
11,627
+370
+3% +$13.5K 0.18% 71
2025
Q1 		$403K Buy
11,257
+621
+6% +$23.6K 0.17% 81
2024
Q4 		$403K Buy
10,636
+10,191
+2,290% +$390K 0.17% 75
2024
Q3 		$16.5K Buy
+445
New +$15.9K 0.01% 163

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

Morris Financial Concepts's DFSU Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.9% in Q2 2026, buying an estimated $73.6K and bringing the position to 35,144 shares worth $1.64M. The position accounts for 0.5% of the portfolio, ranked #35.

Morris Financial Concepts first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Morris Financial Concepts held 35,144 shares of Dimensional US Sustainability Core 1 ETF worth $1.64M as of Q2 2026.
  • Morris Financial Concepts bought 1,627 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $73.6K.
  • Dimensional US Sustainability Core 1 ETF made up 0.5% of Morris Financial Concepts's portfolio in Q2 2026, its #35 holding.
  • Morris Financial Concepts first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.