PWMG
DFSU

Private Wealth Management Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Private Wealth Management 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 		$1.89M Buy
+40,482
New +$1.83M 0.44% 32

Other funds holding DFSU

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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Private Wealth Management Group's DFSU Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 40,482 shares worth $1.89M. The stake represents 0.44% of the portfolio and ranks #32 among its holdings.

103 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Private Wealth Management Group held 40,482 shares of Dimensional US Sustainability Core 1 ETF worth $1.89M as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new Private Wealth Management Group position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.44% of Private Wealth Management Group's portfolio in Q2 2026, its #32 holding.
  • 103 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.