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

Wealth Advisors Northwest’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	$2.06M	Buy	44,189 +3,610	+9%	+$163K	0.7%	25
2026 Q1	$1.67M	Buy	40,579 +2,905	+8%	+$126K	0.7%	26
2025 Q4	$1.64M	Buy	37,674 +5,921	+19%	+$254K	0.73%	25
2025 Q3	$1.35M	Sell	31,753 -7,824	-20%	-$320K	0.65%	28
2025 Q2	$1.55M	Buy	39,577 +3,386	+9%	+$123K	0.82%	25
2025 Q1	$1.3M	Buy	36,191 +3,664	+11%	+$139K	0.82%	23
2024 Q4	$1.23M	Buy	+32,527	New	+$1.25M	0.84%	26

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Advisors Northwest's DFSU Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8.9% in Q2 2026, buying an estimated $163K and bringing the position to 44,189 shares worth $2.06M. The position accounts for 0.7% of the portfolio, ranked #25.

Wealth Advisors Northwest first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Wealth Advisors Northwest held 44,189 shares of Dimensional US Sustainability Core 1 ETF worth $2.06M as of Q2 2026.
Wealth Advisors Northwest bought 3,610 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $163K.
Dimensional US Sustainability Core 1 ETF made up 0.7% of Wealth Advisors Northwest's portfolio in Q2 2026, its #25 holding.
Wealth Advisors Northwest first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.