Verus Wealth Management
DFSU icon

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

Verus 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
Q3 		$311K Hold
6,600
– – 0.2% 55
2026
Q2 		$308K Hold
6,600
– – 0.25% 49
2026
Q1 		$271K Hold
6,600
– – 0.25% 49
2025
Q4 		$287K Hold
6,600
– – 0.27% 46
2025
Q3 		$280K Hold
6,600
– – 0.26% 49
2025
Q2 		$259K Hold
6,600
– – 0.26% 51
2025
Q1 		$236K Hold
6,600
– – 0.26% 49
2024
Q4 		$250K Buy
+6,600
New +$253K 0.28% 49

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Verus Wealth Management's DFSU Position: Q3 2026 in Review

Verus Wealth Management held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 6,600 shares worth $311K. The position accounts for 0.2% of the portfolio, ranked #55.

Verus Wealth Management first reported a position in DFSU in Q4 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Verus Wealth Management held 6,600 shares of Dimensional US Sustainability Core 1 ETF worth $311K as of Q3 2026.
  • Verus Wealth Management left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.2% of Verus Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Verus Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.