PHWA
DFSU

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

Petersen Hastings 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 		$2.3M Sell
49,386
-15
-0% -$678 0.19% 23
2026
Q1 		$2.03M Sell
49,401
-238
-0.5% -$10.3K 0.19% 25
2025
Q4 		$2.16M Buy
+49,639
New +$2.13M 0.21% 23

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

Petersen Hastings Wealth Advisors's DFSU Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.03% in Q2 2026, selling an estimated $678 and leaving 49,386 shares worth $2.3M. The position accounts for 0.19% of the portfolio, ranked #23.

Petersen Hastings Wealth Advisors first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 49,386 shares of Dimensional US Sustainability Core 1 ETF worth $2.3M as of Q2 2026.
  • Petersen Hastings Wealth Advisors sold 15 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $678.
  • Dimensional US Sustainability Core 1 ETF made up 0.19% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Petersen Hastings Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.