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

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Physician Wealth Solutions held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 5,800 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #42.

Physician Wealth Solutions first reported a position in DFSU in Q2 2024 and has held it in 9 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Physician Wealth Solutions held 5,800 shares of Dimensional US Sustainability Core 1 ETF worth $270K as of Q2 2026.
Physician Wealth Solutions left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up 0.1% of Physician Wealth Solutions's portfolio in Q2 2026, its #42 holding.
Physician Wealth Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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