WAP
DFSU

Wealthcare Advisory Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealthcare Advisory Partners’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 		$406K Buy
8,697
+19
+0.2% +$859 0.01% 776
2026
Q1 		$357K Sell
8,678
-607
-7% -$26.2K 0.01% 813
2025
Q4 		$403K Buy
9,285
+20
+0.2% +$858 0.01% 769
2025
Q3 		$394K Sell
9,265
-288
-3% -$11.8K 0.01% 749
2025
Q2 		$375K Buy
9,553
+24
+0.3% +$875 0.01% 722
2025
Q1 		$341K Buy
+9,529
New +$362K 0.01% 698

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealthcare Advisory Partners's DFSU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.22% in Q2 2026, buying an estimated $859 and bringing the position to 8,697 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #776.

Wealthcare Advisory Partners first reported a position in DFSU in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Wealthcare Advisory Partners held 8,697 shares of Dimensional US Sustainability Core 1 ETF worth $406K as of Q2 2026.
  • Wealthcare Advisory Partners bought 19 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $859.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #776 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.