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Towneley Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Towneley Capital 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
Q3 		$418K Buy
8,859
+13
+0.1% +$621 0.08% 29
2026
Q2 		$412K Sell
8,846
-24
-0.3% -$1.09K 0.08% 29
2026
Q1 		$364K Sell
8,870
-49
-0.5% -$2.12K 0.08% 28
2025
Q4 		$387K Buy
8,919
+318
+4% +$13.7K 0.08% 26
2025
Q3 		$365K Buy
8,601
+303
+4% +$12.4K 0.08% 27
2025
Q2 		$326K Buy
8,298
+865
+12% +$31.5K 0.07% 26
2025
Q1 		$266K Sell
7,433
-286
-4% -$10.9K 0.06% 35
2024
Q4 		$293K Sell
7,719
-41
-0.5% -$1.57K 0.07% 38
2024
Q3 		$289K Buy
7,760
+375
+5% +$13.4K 0.07% 34
2024
Q2 		$257K Sell
7,385
-191
-3% -$6.47K 0.06% 36
2024
Q1 		$261K Buy
7,576
+210
+3% +$6.82K 0.06% 40
2023
Q4 		$229K Buy
+7,366
New +$212K 0.06% 44

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Towneley Capital Management's DFSU Position: Q3 2026 in Review

Towneley Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.15% in Q3 2026, buying an estimated $621 and bringing the position to 8,859 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #29.

Towneley Capital Management first reported a position in DFSU in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Towneley Capital Management held 8,859 shares of Dimensional US Sustainability Core 1 ETF worth $418K as of Q3 2026.
  • Towneley Capital Management bought 13 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $621.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Towneley Capital Management's portfolio in Q3 2026, its #29 holding.
  • Towneley Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.