RWM
DFSU

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

Rialto 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 		$44.5K Hold
1,082
– – 0.01% 295
2025
Q4 		$47K Hold
1,082
– – 0.01% 286
2025
Q3 		$46K Sell
1,082
-838
-44% -$34.3K 0.01% 276
2025
Q2 		$75.4K Hold
1,920
– – 0.02% 227
2025
Q1 		$68.8K Hold
1,920
– – 0.02% 231
2024
Q4 		$72.8K Buy
+1,920
New +$73.6K 0.02% 226

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

Rialto Wealth Management's DFSU Position: Q1 2026 in Review

Rialto Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 1,082 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #295.

Rialto Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $75.4K in Q2 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Rialto Wealth Management held 1,082 shares of Dimensional US Sustainability Core 1 ETF worth $44.5K as of Q1 2026.
  • Rialto Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Rialto Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $75.4K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.