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

United 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 Q2	$2.48M	Buy	53,273 +1,541	+3%	+$69.7K	0.56%	17
2026 Q1	$2.13M	Buy	51,732 +58	+0.1%	+$2.51K	0.53%	17
2025 Q4	$2.24M	Sell	51,674 -326	-0.6%	-$14K	0.58%	17
2025 Q3	$2.21M	Hold	52,000	–	–	0.6%	17
2025 Q2	$2.04M	Buy	52,000 +893	+2%	+$32.6K	0.59%	17
2025 Q1	$1.83M	Buy	51,107 +610	+1%	+$23.2K	0.57%	17
2024 Q4	$1.91M	Buy	+50,497	New	+$1.93M	0.64%	17

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

United Wealth Management's DFSU Position: Q2 2026 in Review

United Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3% in Q2 2026, buying an estimated $69.7K and bringing the position to 53,273 shares worth $2.48M. The position accounts for 0.56% of the portfolio, ranked #17.

United Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

United Wealth Management held 53,273 shares of Dimensional US Sustainability Core 1 ETF worth $2.48M as of Q2 2026.
United Wealth Management bought 1,541 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $69.7K.
Dimensional US Sustainability Core 1 ETF made up 0.56% of United Wealth Management's portfolio in Q2 2026, its #17 holding.
United Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.