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

Physician Wealth Solutions’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	$270K	Hold	5,800	–	–	0.1%	42
2026 Q1	$238K	Hold	5,800	–	–	0.1%	44
2025 Q4	$252K	Hold	5,800	–	–	0.11%	43
2025 Q3	$246K	Hold	5,800	–	–	0.11%	44
2025 Q2	$228K	Hold	5,800	–	–	0.11%	44
2025 Q1	$208K	Hold	5,800	–	–	0.1%	41
2024 Q4	$220K	Hold	5,800	–	–	0.11%	41
2024 Q3	$218K	Hold	5,800	–	–	0.11%	41
2024 Q2	$202K	Buy	+5,800	New	+$197K	0.14%	41

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Wealth Enhancement Advisory Services

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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return