TWD
DFSU

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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

True Wealth Design's DFSU Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.6% in Q2 2026, selling an estimated $7.64K and leaving 10,175 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #44.

True Wealth Design first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. The position peaked at $546K in Q3 2025. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • True Wealth Design held 10,175 shares of Dimensional US Sustainability Core 1 ETF worth $474K as of Q2 2026.
  • True Wealth Design sold 169 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $7.64K.
  • Dimensional US Sustainability Core 1 ETF made up 0.11% of True Wealth Design's portfolio in Q2 2026, its #44 holding.
  • True Wealth Design first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • True Wealth Design's Dimensional US Sustainability Core 1 ETF position peaked at $546K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.