PWA
DFSU

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
Q2 		$1.44M Sell
30,893
-490
-2% -$22.2K 0.17% 65
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

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

Physician Wealth Advisors's DFSU Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.6% in Q2 2026, selling an estimated $22.2K and leaving 30,893 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #65.

Physician Wealth Advisors first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Physician Wealth Advisors held 30,893 shares of Dimensional US Sustainability Core 1 ETF worth $1.44M as of Q2 2026.
  • Physician Wealth Advisors sold 490 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $22.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.17% of Physician Wealth Advisors's portfolio in Q2 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 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.