Wealth Enhancement Advisory Services
DFSU icon

Wealth Enhancement Advisory Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.8M Buy
454,299
+38,621
+9% +$1.84M 0.03% 452
2026
Q2 		$19.7M Sell
415,678
-14,264
-3% -$645K 0.03% 445
2026
Q1 		$17.8M Sell
429,942
-53,091
-11% -$2.3M 0.04% 431
2025
Q4 		$21.4M Buy
483,033
+12,668
+3% +$544K 0.03% 461
2025
Q3 		$20M Buy
470,365
+62,559
+15% +$2.56M 0.03% 453
2025
Q2 		$16.3M Sell
407,806
-4,905
-1% -$179K 0.03% 486
2025
Q1 		$14.8M Sell
412,711
-3,864
-0.9% -$147K 0.03% 485
2024
Q4 		$15.8M Buy
416,575
+12,479
+3% +$478K 0.03% 428
2024
Q3 		$15M Buy
404,096
+47,054
+13% +$1.68M 0.03% 414
2024
Q2 		$12.4M Buy
357,042
+17,532
+5% +$594K 0.03% 428
2024
Q1 		$11.7M Buy
339,510
+19,777
+6% +$643K 0.03% 432
2023
Q4 		$9.95M Buy
319,733
+40,461
+14% +$1.17M 0.03% 433
2023
Q3 		$7.75M Buy
+279,272
New +$8.07M 0.03% 469

Other funds holding DFSU

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFSU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 9.3% in Q3 2026, buying an estimated $1.84M and bringing the position to 454,299 shares worth $21.8M. The position accounts for 0.03% of the portfolio, ranked #452.

Wealth Enhancement Advisory Services first reported a position in DFSU in Q3 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 454,299 shares of Dimensional US Sustainability Core 1 ETF worth $21.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 38,621 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.84M.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #452 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 13 quarters since.
  • 28 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.