PHWM
DFSU

Pine Harbor Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Pine Harbor Wealth Management’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 		$616K Sell
14,995
-802
-5% -$34.7K 0.18% 46
2025
Q4 		$686K Hold
15,797
– – 0.21% 44
2025
Q3 		$671K Hold
15,797
– – 0.22% 45
2025
Q2 		$620K Buy
15,797
+10
+0.1% +$365 0.22% 47
2025
Q1 		$565K Sell
15,787
-187
-1% -$7.1K 0.23% 48
2024
Q4 		$605K Buy
15,974
+580
+4% +$22.2K 0.24% 47
2024
Q3 		$572K Buy
+15,394
New +$550K 0.28% 48

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
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
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

Pine Harbor Wealth Management's DFSU Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 5.1% in Q1 2026, selling an estimated $34.7K and leaving 14,995 shares worth $616K. The position accounts for 0.18% of the portfolio, ranked #46.

Pine Harbor Wealth Management first reported a position in DFSU in Q3 2024 and has held it in 7 quarters since. The position peaked at $686K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Pine Harbor Wealth Management held 14,995 shares of Dimensional US Sustainability Core 1 ETF worth $616K as of Q1 2026.
  • Pine Harbor Wealth Management sold 802 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $34.7K.
  • Dimensional US Sustainability Core 1 ETF made up 0.18% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Pine Harbor Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • Pine Harbor Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $686K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.