Wealthstream Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealthstream Advisors’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
2025 Q3	$272K	Buy	+6,405	New	+$262K	0.04%	138

Other funds holding DFSU

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthstream Advisors's DFSU Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2025: 6,405 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

232 funds tracked by Wall St. Rank hold DFSU as of Q3 2025.

Wealthstream Advisors held 6,405 shares of Dimensional US Sustainability Core 1 ETF worth $272K as of Q3 2025.
Dimensional US Sustainability Core 1 ETF was a new Wealthstream Advisors position in Q3 2025.
Dimensional US Sustainability Core 1 ETF made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #138 holding.
232 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.