Premier Financial Group
DFSU icon

Premier Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Premier Financial Group’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 		$3.12M Sell
66,921
-201
-0.3% -$9.09K 0.63% 14
2026
Q1 		$2.8M Buy
67,122
+1,278
+2% +$55.3K 0.48% 11
2025
Q4 		$2.87M Sell
65,844
-1,595
-2% -$68.5K 0.75% 11
2025
Q3 		$2.85M Sell
67,439
-6,022
-8% -$246K 0.76% 11
2025
Q2 		$3M Buy
+73,461
New +$2.68M 0.83% 11

Other funds holding DFSU

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Premier Financial Group's DFSU Position: Q2 2026 in Review

Premier Financial Group reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.3% in Q2 2026, selling an estimated $9.09K and leaving 66,921 shares worth $3.12M. The position accounts for 0.63% of the portfolio, ranked #14.

Premier Financial Group first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Premier Financial Group held 66,921 shares of Dimensional US Sustainability Core 1 ETF worth $3.12M as of Q2 2026.
  • Premier Financial Group sold 201 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $9.09K.
  • Dimensional US Sustainability Core 1 ETF made up 0.63% of Premier Financial Group's portfolio in Q2 2026, its #14 holding.
  • Premier Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 278 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Premier Financial Group's 13F filing for Q2 2026, filed 21 Sep 2026.