PWM
DFSU

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

PBMares 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
Q3 		$266K Buy
6,267
+535
+9% +$21.9K 0.04% 165
2025
Q2 		$225K Buy
+5,732
New +$209K 0.04% 171

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PBMares Wealth Management's DFSU Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 9.3% in Q3 2025, buying an estimated $21.9K and bringing the position to 6,267 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #165.

PBMares Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold DFSU as of Q3 2025.

  • PBMares Wealth Management held 6,267 shares of Dimensional US Sustainability Core 1 ETF worth $266K as of Q3 2025.
  • PBMares Wealth Management bought 535 Dimensional US Sustainability Core 1 ETF shares in Q3 2025, an estimated $21.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #165 holding.
  • PBMares Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.