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 Q2	$531K	Buy	11,386 +4,132	+57%	+$187K	0.01%	376
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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AWP

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SNS Financial Group's DFSU Position: Q2 2026 in Review

SNS Financial Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 57% in Q2 2026, buying an estimated $187K and bringing the position to 11,386 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #376.

SNS Financial Group first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

SNS Financial Group held 11,386 shares of Dimensional US Sustainability Core 1 ETF worth $531K as of Q2 2026.
SNS Financial Group bought 4,132 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $187K.
Dimensional US Sustainability Core 1 ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #376 holding.
SNS Financial Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
278 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.