PWM
DFSU

Parkworth Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Parkworth Wealth Management’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
Q2 		$128K Buy
3,255
+1,056
+48% +$38.5K 0.09% 73
2025
Q1 		$78.7K Buy
2,199
+4
+0.2% +$152 0.06% 81
2024
Q4 		$83.2K Buy
+2,195
New +$84.1K 0.07% 76

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
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

Parkworth Wealth Management's DFSU Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 48% in Q2 2025, buying an estimated $38.5K and bringing the position to 3,255 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #73.

Parkworth Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Parkworth Wealth Management held 3,255 shares of Dimensional US Sustainability Core 1 ETF worth $128K as of Q2 2025.
  • Parkworth Wealth Management bought 1,056 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $38.5K.
  • Dimensional US Sustainability Core 1 ETF made up 0.09% of Parkworth Wealth Management's portfolio in Q2 2025, its #73 holding.
  • Parkworth Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.