SWM
DFSU

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

Sterling 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 		$227K Buy
+4,870
New +$220K 0.06% 112
2026
Q1 		– Sell
-5,152
Closed -$224K – 114
2025
Q4 		$224K Sell
5,152
-28
-0.5% -$1.2K 0.06% 98
2025
Q3 		$220K Buy
5,180
+12
+0.2% +$491 0.07% 98
2025
Q2 		$203K Buy
+5,168
New +$188K 0.07% 106
2024
Q4 		$200K Buy
+5,288
New +$203K 0.07% 107

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
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
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sterling Wealth Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 4,870 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: Sterling Wealth Management previously reported a position in DFSU as recently as Q4 2025.

Sterling Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Sterling Wealth Management held 4,870 shares of Dimensional US Sustainability Core 1 ETF worth $227K as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new Sterling Wealth Management position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Sterling Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.