PPWM
DFSU

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

PFG Private 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
Q4 		– Sell
-5,796
Closed -$246K – 99
2025
Q3 		$246K Buy
+5,796
New +$237K 0.11% 103

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Private Wealth Management's DFSU Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2025, closing a stake of 5,796 shares — an estimated $246K sold.

PFG Private Wealth Management first reported a position in DFSU in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 5,796 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $246K.
  • PFG Private Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $246K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.