Wealth Enhancement Advisory Services
DFSU

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
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

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 Enhancement Advisory Services's DFSU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.3% in Q2 2026, selling an estimated $645K and leaving 415,678 shares worth $19.7M. The position accounts for 0.03% of the portfolio, ranked #445.

Wealth Enhancement Advisory Services first reported a position in DFSU in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.4M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 415,678 shares of Dimensional US Sustainability Core 1 ETF worth $19.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 14,264 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $645K.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #445 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Sustainability Core 1 ETF position peaked at $21.4M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.