Wolfstich Capital’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wolfstich Capital’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 Q3	$1.79M	Sell	37,758 -300	-0.8%	-$14.3K	1.45%	10
2026 Q2	$1.79M	Sell	38,058 -261	-0.7%	-$11.8K	1.38%	8
2026 Q1	$1.53M	Sell	38,319 -692	-2%	-$29.9K	1.34%	13
2025 Q4	$1.69M	Sell	39,011 -18,243	-32%	-$783K	1.56%	9
2025 Q3	$2.43M	Hold	57,254	–	–	4.96%	5
2025 Q2	$2.25M	Sell	57,254 -220,448	-79%	-$8.04M	4.93%	5
2025 Q1	$9.94M	Hold	277,702	–	–	8.99%	4
2024 Q4	$10.5M	Buy	+277,702	New	+$10.6M	9.33%	4

Other funds holding DFSU

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FWMP

Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Wolfstich Capital's DFSU Position: Q3 2026 in Review

Wolfstich Capital reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.79% in Q3 2026, selling an estimated $14.3K and leaving 37,758 shares worth $1.79M. The position accounts for 1.45% of the portfolio, ranked #10.

Wolfstich Capital first reported a position in DFSU in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.5M in Q4 2024. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Wolfstich Capital held 37,758 shares of Dimensional US Sustainability Core 1 ETF worth $1.79M as of Q3 2026.
Wolfstich Capital sold 300 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $14.3K.
Dimensional US Sustainability Core 1 ETF made up 1.45% of Wolfstich Capital's portfolio in Q3 2026, its #10 holding.
Wolfstich Capital first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
Wolfstich Capital's Dimensional US Sustainability Core 1 ETF position peaked at $10.5M in Q4 2024.
31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.