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
Q2 		$5.78M Sell
124,022
-121
-0.1% -$5.47K 2.26% 11
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
+295
+0.2% +$12.1K 2.63% 11
2025
Q2 		$4.89M Buy
124,604
+34,127
+38% +$1.24M 2.63% 13
2025
Q1 		$3.24M Buy
90,477
+53,465
+144% +$2.03M 2.17% 14
2024
Q4 		$1.4M Buy
+37,012
New +$1.42M 1.07% 14

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 Management Strategies's DFSU Position: Q2 2026 in Review

Wealth Management Strategies reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.1% in Q2 2026, selling an estimated $5.47K and leaving 124,022 shares worth $5.78M. The position accounts for 2.26% of the portfolio, ranked #11.

Wealth Management Strategies first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Wealth Management Strategies held 124,022 shares of Dimensional US Sustainability Core 1 ETF worth $5.78M as of Q2 2026.
  • Wealth Management Strategies sold 121 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.47K.
  • Dimensional US Sustainability Core 1 ETF made up 2.26% of Wealth Management Strategies's portfolio in Q2 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 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.