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

Physician 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 Q1	$1.29M	Buy	31,383 +765	+2%	+$33.1K	0.18%	65
2025 Q4	$1.33M	Sell	30,618 -1,494	-5%	-$64.1K	0.19%	59
2025 Q3	$1.36M	Sell	32,112 -1,045	-3%	-$42.8K	0.19%	60
2025 Q2	$1.3M	Hold	33,157	–	–	0.2%	58
2025 Q1	$1.19M	Sell	33,157 -500	-1%	-$19K	0.2%	59
2024 Q4	$1.28M	Sell	33,657 -680	-2%	-$26.1K	0.22%	60
2024 Q3	$1.29M	Sell	34,337 -518	-1%	-$18.5K	0.23%	54
2024 Q2	$1.27M	Sell	34,855 -345	-1%	-$11.7K	0.23%	60
2024 Q1	$1.15M	Buy	+35,200	New	+$1.14M	0.24%	62

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Physician Wealth Advisors's DFSU Position: Q1 2026 in Review

Physician Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.5% in Q1 2026, buying an estimated $33.1K and bringing the position to 31,383 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #65.

Physician Wealth Advisors first reported a position in DFSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Physician Wealth Advisors held 31,383 shares of Dimensional US Sustainability Core 1 ETF worth $1.29M as of Q1 2026.
Physician Wealth Advisors bought 765 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $33.1K.
Dimensional US Sustainability Core 1 ETF made up 0.18% of Physician Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Physician Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $1.36M in Q3 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.