SRWM
DFSU

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

Shira Ridge 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 		$1.1M Sell
23,554
-4,085
-15% -$185K 0.38% 31
2026
Q1 		$1.14M Sell
27,639
-229
-0.8% -$9.9K 0.45% 30
2025
Q4 		$1.21M Sell
27,868
-859
-3% -$36.9K 0.49% 33
2025
Q3 		$1.22M Sell
28,727
-2,286
-7% -$93.5K 0.52% 32
2025
Q2 		$1.22M Sell
31,013
-370
-1% -$13.5K 0.56% 30
2025
Q1 		$1.12M Sell
31,383
-1,000
-3% -$38K 0.56% 30
2024
Q4 		$1.23M Sell
32,383
-436
-1% -$16.7K 0.6% 29
2024
Q3 		$1.22M Sell
32,819
-3,792
-10% -$135K 0.62% 28
2024
Q2 		$1.28M Buy
36,611
+1,000
+3% +$33.9K 0.71% 25
2024
Q1 		$1.23M Buy
35,611
+1,735
+5% +$56.4K 0.7% 26
2023
Q4 		$1.05M Buy
33,876
+17,302
+104% +$498K 0.63% 28
2023
Q3 		$460K Buy
16,574
+2,708
+20% +$78.3K 0.3% 49
2023
Q2 		$398K Buy
13,866
+3,000
+28% +$81.2K 0.25% 51
2023
Q1 		$289K Hold
10,866
– – 0.19% 55
2022
Q4 		$271K Buy
+10,866
New +$276K 0.19% 57

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
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Shira Ridge Wealth Management's DFSU Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 15% in Q2 2026, selling an estimated $185K and leaving 23,554 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #31.

Shira Ridge Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2024. 110 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Shira Ridge Wealth Management held 23,554 shares of Dimensional US Sustainability Core 1 ETF worth $1.1M as of Q2 2026.
  • Shira Ridge Wealth Management sold 4,085 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $185K.
  • Dimensional US Sustainability Core 1 ETF made up 0.38% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.28M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.