PWM
DFSU

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

Perigon 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
2026
Q2 		$4.13M Buy
88,644
+1,858
+2% +$84K 0.07% 266
2026
Q1 		$3.57M Buy
86,786
+21,065
+32% +$911K 0.06% 268
2025
Q4 		$2.85M Buy
65,721
+23,383
+55% +$1M 0.05% 295
2025
Q3 		$1.8M Buy
42,338
+34,821
+463% +$1.42M 0.04% 378
2025
Q2 		$295K Buy
+7,517
New +$274K 0.01% 848

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

Perigon Wealth Management's DFSU Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.1% in Q2 2026, buying an estimated $84K and bringing the position to 88,644 shares worth $4.13M. The position accounts for 0.07% of the portfolio, ranked #266.

Perigon Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Perigon Wealth Management held 88,644 shares of Dimensional US Sustainability Core 1 ETF worth $4.13M as of Q2 2026.
  • Perigon Wealth Management bought 1,858 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $84K.
  • Dimensional US Sustainability Core 1 ETF made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.