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
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 $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return