TWM
DFSU

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

Tanager 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
Q1 		$916K Sell
22,286
-23
-0.1% -$994 0.09% 57
2025
Q4 		$969K Sell
22,309
-3,741
-14% -$161K 0.1% 55
2025
Q3 		$1.11M Sell
26,050
-1,871
-7% -$76.5K 0.12% 52
2025
Q2 		$1.1M Buy
27,921
+2,130
+8% +$77.7K 0.13% 49
2025
Q1 		$924K Buy
25,791
+703
+3% +$26.7K 0.12% 47
2024
Q4 		$951K Buy
25,088
+4,050
+19% +$155K 0.12% 44
2024
Q3 		$782K Sell
21,038
-56
-0.3% -$2K 0.11% 49
2024
Q2 		$735K Buy
21,094
+2,319
+12% +$78.6K 0.11% 50
2024
Q1 		$646K Buy
18,775
+2,256
+14% +$73.3K 0.1% 49
2023
Q4 		$514K Buy
16,519
+4,382
+36% +$126K 0.09% 49
2023
Q3 		$337K Buy
+12,137
New +$351K 0.07% 59

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 $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
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

Tanager Wealth Management's DFSU Position: Q1 2026 in Review

Tanager Wealth Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.1% in Q1 2026, selling an estimated $994 and leaving 22,286 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #57.

Tanager Wealth Management first reported a position in DFSU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Tanager Wealth Management held 22,286 shares of Dimensional US Sustainability Core 1 ETF worth $916K as of Q1 2026.
  • Tanager Wealth Management sold 23 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $994.
  • Dimensional US Sustainability Core 1 ETF made up 0.09% of Tanager Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Tanager Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 11 quarters since.
  • Tanager Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $1.11M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.