Oak Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Oak Wealth 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	$213K	Buy	+4,560	New	+$206K	0.1%	67

Other funds holding DFSU

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return

Oak Wealth Advisors's DFSU Position: Q2 2026 in Review

Oak Wealth Advisors opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 4,560 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings.

121 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Oak Wealth Advisors held 4,560 shares of Dimensional US Sustainability Core 1 ETF worth $213K as of Q2 2026.
Dimensional US Sustainability Core 1 ETF was a new Oak Wealth Advisors position in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.1% of Oak Wealth Advisors's portfolio in Q2 2026, its #67 holding.
121 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.