NSG
DFSU

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
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

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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nalls Sherbakoff Group's DFSU Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q4 2025 at 925 shares worth $40.2K. The position accounts for 0.03% of the portfolio, ranked #224.

Nalls Sherbakoff Group first reported a position in DFSU in Q1 2023 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Nalls Sherbakoff Group held 925 shares of Dimensional US Sustainability Core 1 ETF worth $40.2K as of Q4 2025.
  • Nalls Sherbakoff Group left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q4 2025.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #224 holding.
  • Nalls Sherbakoff Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 8 quarters since.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.