RWM
DFSU

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

Rockwood 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
Q2 		$584K Buy
12,534
+1,949
+18% +$88.2K 0.04% 72
2026
Q1 		$435K Buy
10,585
+180
+2% +$7.78K 0.03% 75
2025
Q4 		$452K Buy
10,405
+1,487
+17% +$63.8K 0.03% 68
2025
Q3 		$379K Buy
8,918
+3,702
+71% +$151K 0.03% 76
2025
Q2 		$205K Buy
+5,216
New +$190K 0.02% 100

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

Rockwood Wealth Management's DFSU Position: Q2 2026 in Review

Rockwood Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 18% in Q2 2026, buying an estimated $88.2K and bringing the position to 12,534 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #72.

Rockwood Wealth Management first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Rockwood Wealth Management held 12,534 shares of Dimensional US Sustainability Core 1 ETF worth $584K as of Q2 2026.
  • Rockwood Wealth Management bought 1,949 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $88.2K.
  • Dimensional US Sustainability Core 1 ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Rockwood Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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