Next Level Wealth Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Next Level Wealth Planning’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 Q3	$17.3K	Buy	+366	New	+$17.5K	0.01%	285

Other funds holding DFSU

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Wealth Planning's DFSU Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2026: 366 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

171 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Next Level Wealth Planning held 366 shares of Dimensional US Sustainability Core 1 ETF worth $17.3K as of Q3 2026.
Dimensional US Sustainability Core 1 ETF was a new Next Level Wealth Planning position in Q3 2026.
Dimensional US Sustainability Core 1 ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #285 holding.
171 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.