Waypoint Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Waypoint Wealth Partners’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
2025 Q2	$7.52M	Buy	191,470 +64,618	+51%	+$2.36M	1.83%	8
2025 Q1	$4.54M	Buy	126,852 +720	+0.6%	+$27.3K	1.26%	8
2024 Q4	$4.78M	Buy	126,132 +1,659	+1%	+$63.6K	1.3%	8
2024 Q3	$4.63M	Buy	124,473 +3,697	+3%	+$132K	1.23%	8
2024 Q2	$4.21M	Buy	120,776 +66,695	+123%	+$2.26M	1.23%	9
2024 Q1	$1.86M	Buy	54,081 +23,903	+79%	+$777K	0.53%	19
2023 Q4	$939K	Sell	30,178 -3,733	-11%	-$108K	0.29%	26
2023 Q3	$941K	Buy	33,911 +8,100	+31%	+$234K	0.33%	23
2023 Q2	$741K	Buy	25,811 +4,461	+21%	+$121K	0.25%	26
2023 Q1	$568K	Buy	+21,350	New	+$561K	0.2%	29

Other funds holding DFSU

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

MPW

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

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

AWP

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

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

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waypoint Wealth Partners's DFSU Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 51% in Q2 2025, buying an estimated $2.36M and bringing the position to 191,470 shares worth $7.52M. The position accounts for 1.83% of the portfolio, ranked #8.

Waypoint Wealth Partners first reported a position in DFSU in Q1 2023 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

Waypoint Wealth Partners held 191,470 shares of Dimensional US Sustainability Core 1 ETF worth $7.52M as of Q2 2025.
Waypoint Wealth Partners bought 64,618 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $2.36M.
Dimensional US Sustainability Core 1 ETF made up 1.83% of Waypoint Wealth Partners's portfolio in Q2 2025, its #8 holding.
Waypoint Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 10 quarters since.
220 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.