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 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

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

Syverson Strege & Co's DFSU Position: Q1 2026 in Review

Syverson Strege & Co reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.11% in Q1 2026, selling an estimated $4.02K and leaving 87,842 shares worth $3.61M. The position accounts for 0.87% of the portfolio, ranked #14.

Syverson Strege & Co first reported a position in DFSU in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.9M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

Syverson Strege & Co held 87,842 shares of Dimensional US Sustainability Core 1 ETF worth $3.61M as of Q1 2026.
Syverson Strege & Co sold 93 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $4.02K.
Dimensional US Sustainability Core 1 ETF made up 0.87% of Syverson Strege & Co's portfolio in Q1 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 12 quarters since.
Syverson Strege & Co's Dimensional US Sustainability Core 1 ETF position peaked at $3.9M in Q3 2025.
256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.