SSC
DFSU

Syverson Strege & Co’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Syverson Strege & Co’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 		$4.09M Sell
87,793
-49
-0.1% -$2.22K 0.89% 14
2026
Q1 		$3.61M Sell
87,842
-93
-0.1% -$4.02K 0.87% 14
2025
Q4 		$3.82M Sell
87,935
-3,947
-4% -$169K 0.9% 16
2025
Q3 		$3.9M Sell
91,882
-510
-0.6% -$20.9K 0.94% 15
2025
Q2 		$3.63M Buy
92,392
+84
+0.1% +$3.06K 0.86% 15
2025
Q1 		$3.31M Buy
92,308
+5,752
+7% +$218K 1.06% 11
2024
Q4 		$3.28M Buy
86,556
+1
+0% +$38 1.09% 10
2024
Q3 		$3.22M Sell
86,555
-5,600
-6% -$200K 1.08% 10
2024
Q2 		$3.21M Buy
92,155
+3,122
+4% +$106K 1.09% 12
2024
Q1 		$3.06M Sell
89,033
-2,003
-2% -$65.1K 1.1% 12
2023
Q4 		$2.83M Buy
+91,036
New +$2.62M 1.1% 12
2023
Q2 		– Sell
-3,097
Closed -$82.4K – 204
2023
Q1 		$82.4K Buy
3,097
+392
+14% +$10.3K 0.04% 100
2022
Q4 		$67.4K Buy
+2,705
New +$68.7K 0.03% 114

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

Syverson Strege & Co's DFSU Position: Q2 2026 in Review

Syverson Strege & Co reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.06% in Q2 2026, selling an estimated $2.22K and leaving 87,793 shares worth $4.09M. The position accounts for 0.89% of the portfolio, ranked #14.

Syverson Strege & Co first reported a position in DFSU in Q4 2022 and has held it in 13 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Syverson Strege & Co held 87,793 shares of Dimensional US Sustainability Core 1 ETF worth $4.09M as of Q2 2026.
  • Syverson Strege & Co sold 49 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.22K.
  • Dimensional US Sustainability Core 1 ETF made up 0.89% of Syverson Strege & Co's portfolio in Q2 2026, its #14 holding.
  • Syverson Strege & Co first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.