PCI
DFSU

Planning Center Inc’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Planning Center Inc’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 		$8.71M Buy
186,762
+2,019
+1% +$91.3K 0.82% 20
2026
Q1 		$7.59M Buy
184,743
+2,081
+1% +$90K 0.77% 21
2025
Q4 		$7.93M Sell
182,662
-20,972
-10% -$900K 0.81% 20
2025
Q3 		$8.65M Sell
203,634
-3,752
-2% -$154K 0.91% 18
2025
Q2 		$8.14M Buy
207,386
+11,758
+6% +$429K 0.9% 19
2025
Q1 		$7.01M Buy
195,628
+8,968
+5% +$341K 0.83% 20
2024
Q4 		$7.07M Sell
186,660
-15,706
-8% -$602K 0.9% 18
2024
Q3 		$7.52M Sell
202,366
-1,663
-0.8% -$59.4K 0.93% 18
2024
Q2 		$7.11M Buy
204,029
+1,397
+0.7% +$47.3K 0.93% 18
2024
Q1 		$6.97M Buy
202,632
+2,332
+1% +$75.8K 1.52% 13
2023
Q4 		$6.24M Buy
200,300
+53,166
+36% +$1.53M 1.45% 15
2023
Q3 		$4.08M Sell
147,134
-970
-0.7% -$28K 1.06% 15
2023
Q2 		$4.25M Sell
148,104
-1,012
-0.7% -$27.4K 1.08% 15
2023
Q1 		$3.99M Buy
149,116
+3,208
+2% +$84.3K 1.1% 15
2022
Q4 		$3.64M Buy
+145,908
New +$3.71M 1.11% 15

Other funds holding DFSU

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Planning Center Inc's DFSU Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.1% in Q2 2026, buying an estimated $91.3K and bringing the position to 186,762 shares worth $8.71M. The position accounts for 0.82% of the portfolio, ranked #20.

Planning Center Inc first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Planning Center Inc held 186,762 shares of Dimensional US Sustainability Core 1 ETF worth $8.71M as of Q2 2026.
  • Planning Center Inc bought 2,019 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $91.3K.
  • Dimensional US Sustainability Core 1 ETF made up 0.82% of Planning Center Inc's portfolio in Q2 2026, its #20 holding.
  • Planning Center Inc first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.