WA
DFSU

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

Wealth Architects’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 		$12.5M Buy
267,678
+593
+0.2% +$26.8K 0.99% 26
2026
Q1 		$11M Sell
267,085
-2,326
-0.9% -$101K 0.98% 25
2025
Q4 		$11.7M Buy
269,411
+77,324
+40% +$3.32M 1.05% 26
2025
Q3 		$8.16M Sell
192,087
-8,559
-4% -$350K 0.77% 29
2025
Q2 		$7.88M Buy
200,646
+59,229
+42% +$2.16M 0.8% 29
2025
Q1 		$5.06M Buy
141,417
+6,313
+5% +$240K 0.56% 32
2024
Q4 		$5.12M Buy
135,104
+4,585
+4% +$176K 0.58% 32
2024
Q3 		$4.85M Buy
130,519
+19,622
+18% +$701K 0.55% 33
2024
Q2 		$3.87M Buy
110,897
+68,848
+164% +$2.33M 0.47% 36
2024
Q1 		$1.45M Buy
42,049
+2,248
+6% +$73K 0.19% 58
2023
Q4 		$1.24M Buy
39,801
+104
+0.3% +$3K 0.17% 63
2023
Q3 		$1.1M Buy
39,697
+1,840
+5% +$53.2K 0.19% 64
2023
Q2 		$1.09M Buy
+37,857
New +$1.02M 0.18% 63

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
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Architects's DFSU Position: Q2 2026 in Review

Wealth Architects increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.22% in Q2 2026, buying an estimated $26.8K and bringing the position to 267,678 shares worth $12.5M. The position accounts for 0.99% of the portfolio, ranked #26.

Wealth Architects first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Wealth Architects held 267,678 shares of Dimensional US Sustainability Core 1 ETF worth $12.5M as of Q2 2026.
  • Wealth Architects bought 593 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $26.8K.
  • Dimensional US Sustainability Core 1 ETF made up 0.99% of Wealth Architects's portfolio in Q2 2026, its #26 holding.
  • Wealth Architects first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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