Nalls Sherbakoff Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Nalls Sherbakoff Group’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	$43.1K	Hold	925	–	–	0.03%	199
2026 Q1	$38K	Hold	925	–	–	0.03%	217
2025 Q4	$40.2K	Hold	925	–	–	0.03%	224
2025 Q3	$39.3K	Hold	925	–	–	0.03%	227
2025 Q2	$36.3K	Hold	925	–	–	0.03%	229
2025 Q1	$33.1K	Buy	+925	New	+$35.1K	0.03%	211
2023 Q4	$28.8K	Hold	925	–	–	0.03%	207
2023 Q3	$25.7K	Hold	925	–	–	0.03%	206
2023 Q2	$24.8K	Hold	925	–	–	0.02%	207
2023 Q1	$24.2K	Buy	+925	New	+$24.3K	0.02%	215

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Nalls Sherbakoff Group's DFSU Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 925 shares worth $43.1K. The position accounts for 0.03% of the portfolio, ranked #199.

Nalls Sherbakoff Group first reported a position in DFSU in Q1 2023 and has held it in 10 quarters since. 278 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Nalls Sherbakoff Group held 925 shares of Dimensional US Sustainability Core 1 ETF worth $43.1K as of Q2 2026.
Nalls Sherbakoff Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #199 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 10 quarters since.
278 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.