True Wealth Design’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

True Wealth Design’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	$476K	Sell	10,081 -94	-0.9%	-$4.49K	0.11%	42
2026 Q2	$474K	Sell	10,175 -169	-2%	-$7.64K	0.11%	44
2026 Q1	$425K	Sell	10,344 -286	-3%	-$12.4K	0.12%	40
2025 Q4	$462K	Sell	10,630 -2,216	-17%	-$95.1K	0.14%	32
2025 Q3	$546K	Sell	12,846 -63	-0.5%	-$2.58K	0.17%	27
2025 Q2	$507K	Buy	12,909 +5,945	+85%	+$217K	0.18%	25
2025 Q1	$249K	Buy	6,964 +4,057	+140%	+$154K	0.1%	29
2024 Q4	$110K	Sell	2,907 -812	-22%	-$31.1K	0.04%	66
2024 Q3	$138K	Hold	3,719	–	–	0.05%	38
2024 Q2	$130K	Hold	3,719	–	–	0.03%	130
2024 Q1	$128K	Sell	3,719 -140	-4%	-$4.55K	0.03%	132
2023 Q4	$120K	Buy	+3,859	New	+$111K	0.03%	127

Other funds holding DFSU

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return

True Wealth Design's DFSU Position: Q3 2026 in Review

True Wealth Design reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.92% in Q3 2026, selling an estimated $4.49K and leaving 10,081 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #42.

True Wealth Design first reported a position in DFSU in Q4 2023 and has held it in 12 quarters since. The position peaked at $546K in Q3 2025. 63 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

True Wealth Design held 10,081 shares of Dimensional US Sustainability Core 1 ETF worth $476K as of Q3 2026.
True Wealth Design sold 94 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $4.49K.
Dimensional US Sustainability Core 1 ETF made up 0.11% of True Wealth Design's portfolio in Q3 2026, its #42 holding.
True Wealth Design first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
True Wealth Design's Dimensional US Sustainability Core 1 ETF position peaked at $546K in Q3 2025.
63 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.