SFG
DFSU

SNS Financial Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

SNS Financial 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
Q1 		$298K Buy
7,254
+121
+2% +$5.23K 0.03% 172
2025
Q4 		$310K Buy
7,133
+101
+1% +$4.33K 0.03% 171
2025
Q3 		$299K Sell
7,032
-167
-2% -$6.83K 0.03% 167
2025
Q2 		$283K Buy
7,199
+913
+15% +$33.3K 0.03% 166
2025
Q1 		$225K Buy
6,286
+875
+16% +$33.2K 0.02% 174
2024
Q4 		$205K Buy
+5,411
New +$207K 0.02% 185

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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

SNS Financial Group's DFSU Position: Q1 2026 in Review

SNS Financial Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.7% in Q1 2026, buying an estimated $5.23K and bringing the position to 7,254 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #172.

SNS Financial Group first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q4 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • SNS Financial Group held 7,254 shares of Dimensional US Sustainability Core 1 ETF worth $298K as of Q1 2026.
  • SNS Financial Group bought 121 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $5.23K.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of SNS Financial Group's portfolio in Q1 2026, its #172 holding.
  • SNS Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • SNS Financial Group's Dimensional US Sustainability Core 1 ETF position peaked at $310K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.