WMS
DFSU

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

Wealth Management Strategies’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 		$5.1M Buy
124,143
+291
+0.2% +$12.6K 2.31% 11
2025
Q4 		$5.38M Sell
123,852
-1,047
-0.8% -$44.9K 2.48% 11
2025
Q3 		$5.3M Buy
+124,899
New +$5.11M 2.63% 11
2025
Q1 		$3.24M Buy
90,477
+53,465
+144% +$2.03M 2.17% 14
2024
Q4 		$14K Buy
+37,012
New +$1.42M 1.07% 14

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 $311M AUM 27.35% 1-Year Est. Return

Wealth Management Strategies's DFSU Position: Q1 2026 in Review

Wealth Management Strategies increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.23% in Q1 2026, buying an estimated $12.6K and bringing the position to 124,143 shares worth $5.1M. The position accounts for 2.31% of the portfolio, ranked #11.

Wealth Management Strategies first reported a position in DFSU in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.38M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Wealth Management Strategies held 124,143 shares of Dimensional US Sustainability Core 1 ETF worth $5.1M as of Q1 2026.
  • Wealth Management Strategies bought 291 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $12.6K.
  • Dimensional US Sustainability Core 1 ETF made up 2.31% of Wealth Management Strategies's portfolio in Q1 2026, its #11 holding.
  • Wealth Management Strategies first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Dimensional US Sustainability Core 1 ETF position peaked at $5.38M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.