PFG
DFSU

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
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

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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
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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

Premier Financial Group's DFSU Position: Q1 2026 in Review

Premier Financial Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.9% in Q1 2026, buying an estimated $55.3K and bringing the position to 67,122 shares worth $2.8M. The position accounts for 0.48% of the portfolio, ranked #11.

Premier Financial Group first reported a position in DFSU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3M in Q2 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Premier Financial Group held 67,122 shares of Dimensional US Sustainability Core 1 ETF worth $2.8M as of Q1 2026.
  • Premier Financial Group bought 1,278 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $55.3K.
  • Dimensional US Sustainability Core 1 ETF made up 0.48% of Premier Financial Group's portfolio in Q1 2026, its #11 holding.
  • Premier Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • Premier Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $3M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.