SDWIA
DFSU

Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.14M Buy
24,514
+150
+0.6% +$6.79K 0.22% 72
2026
Q1 		$1M Buy
24,364
+1,067
+5% +$46.1K 0.21% 72
2025
Q4 		$1.01M Sell
23,297
-2,744
-11% -$118K 0.21% 73
2025
Q3 		$1.11M Sell
26,041
-920
-3% -$37.6K 0.23% 66
2025
Q2 		$1.06M Sell
26,961
-937
-3% -$34.2K 0.24% 66
2025
Q1 		$999K Buy
27,898
+167
+0.6% +$6.34K 0.24% 69
2024
Q4 		$1.05M Sell
27,731
-668
-2% -$25.6K 0.26% 67
2024
Q3 		$1.06M Buy
28,399
+4,119
+17% +$147K 0.26% 62
2024
Q2 		$846K Sell
24,280
-815
-3% -$27.6K 0.23% 72
2024
Q1 		$864K Buy
25,095
+1,786
+8% +$58K 0.24% 65
2023
Q4 		$726K Buy
23,309
+3,542
+18% +$102K 0.22% 72
2023
Q3 		$548K Buy
19,767
+290
+1% +$8.38K 0.19% 84
2023
Q2 		$559K Buy
19,477
+5,398
+38% +$146K 0.18% 81
2023
Q1 		$375K Buy
+14,079
New +$370K 0.14% 95

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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFSU Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.62% in Q2 2026, buying an estimated $6.79K and bringing the position to 24,514 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #72.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 24,514 shares of Dimensional US Sustainability Core 1 ETF worth $1.14M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 150 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.79K.
  • Dimensional US Sustainability Core 1 ETF made up 0.22% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.