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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
Q3 		– Sell
-5,800
Closed -$270K – 47
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

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Physician Wealth Solutions's DFSU Position: Q3 2026 in Review

Physician Wealth Solutions sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2026, closing a stake of 5,800 shares — an estimated $270K sold.

Physician Wealth Solutions first reported a position in DFSU in Q2 2024 and held it in 9 quarters. The position peaked at $270K in Q2 2026. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Physician Wealth Solutions reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Solutions sold 5,800 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $270K.
  • Physician Wealth Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and held it in 9 quarters.
  • Physician Wealth Solutions's Dimensional US Sustainability Core 1 ETF position peaked at $270K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.