OFG
DFSU

Opulen Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Opulen Financial 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 		$1.08M Buy
23,091
+376
+2% +$17K 0.68% 32
2026
Q1 		$933K Buy
+22,715
New +$982K 0.66% 33

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

Opulen Financial Group's DFSU Position: Q2 2026 in Review

Opulen Financial Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.7% in Q2 2026, buying an estimated $17K and bringing the position to 23,091 shares worth $1.08M. The position accounts for 0.68% of the portfolio, ranked #32.

Opulen Financial Group first reported a position in DFSU in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Opulen Financial Group held 23,091 shares of Dimensional US Sustainability Core 1 ETF worth $1.08M as of Q2 2026.
  • Opulen Financial Group bought 376 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $17K.
  • Dimensional US Sustainability Core 1 ETF made up 0.68% of Opulen Financial Group's portfolio in Q2 2026, its #32 holding.
  • Opulen Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.