VPWA
DFSU

Vestia Personal Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Vestia Personal Wealth Advisors’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 		$601K Buy
12,885
+1,171
+10% +$53K 0.23% 50
2026
Q1 		$481K Buy
+11,714
New +$506K 0.23% 56

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Vestia Personal Wealth Advisors's DFSU Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 10% in Q2 2026, buying an estimated $53K and bringing the position to 12,885 shares worth $601K. The position accounts for 0.23% of the portfolio, ranked #50.

Vestia Personal Wealth Advisors first reported a position in DFSU in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Vestia Personal Wealth Advisors held 12,885 shares of Dimensional US Sustainability Core 1 ETF worth $601K as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 1,171 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $53K.
  • Dimensional US Sustainability Core 1 ETF made up 0.23% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.