TFM
DFSU

Trademark Financial Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Trademark Financial 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 		$261K Hold
5,603
– – 0.11% 93
2026
Q1 		$230K Hold
5,603
– – 0.11% 96
2025
Q4 		$243K Sell
5,603
-115
-2% -$4.94K 0.13% 88
2025
Q3 		$243K Buy
5,718
+19
+0.3% +$777 0.14% 84
2025
Q2 		$224K Buy
5,699
+104
+2% +$3.79K 0.14% 85
2025
Q1 		$200K Hold
5,595
– – 0.15% 86
2024
Q4 		$212K Hold
5,595
– – 0.17% 87
2024
Q3 		$208K Buy
+5,595
New +$200K 0.17% 89

Other funds holding DFSU

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Trademark Financial Management's DFSU Position: Q2 2026 in Review

Trademark Financial Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 5,603 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #93.

Trademark Financial Management first reported a position in DFSU in Q3 2024 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Trademark Financial Management held 5,603 shares of Dimensional US Sustainability Core 1 ETF worth $261K as of Q2 2026.
  • Trademark Financial Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.11% of Trademark Financial Management's portfolio in Q2 2026, its #93 holding.
  • Trademark Financial Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.