XY Planning Network’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

XY Planning Network’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	$2.1M	Sell	45,088 -2,115	-4%	-$95.7K	0.26%	87
2026 Q1	$1.96M	Buy	47,203 +319	+0.7%	+$13.8K	0.31%	77
2025 Q4	$2.04M	Buy	46,884 +18,977	+68%	+$815K	0.35%	71
2025 Q3	$1.1M	Hold	27,907	–	–	0.37%	67
2025 Q2	$1.1M	Buy	27,907 +20,172	+261%	+$736K	0.37%	67
2025 Q1	$277K	Sell	7,735 -457	-6%	-$17.4K	0.18%	85
2024 Q4	$310K	Buy	+8,192	New	+$314K	0.23%	73

Other funds holding DFSU

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XY Planning Network's DFSU Position: Q2 2026 in Review

XY Planning Network reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.5% in Q2 2026, selling an estimated $95.7K and leaving 45,088 shares worth $2.1M. The position accounts for 0.26% of the portfolio, ranked #87.

XY Planning Network first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

XY Planning Network held 45,088 shares of Dimensional US Sustainability Core 1 ETF worth $2.1M as of Q2 2026.
XY Planning Network sold 2,115 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $95.7K.
Dimensional US Sustainability Core 1 ETF made up 0.26% of XY Planning Network's portfolio in Q2 2026, its #87 holding.
XY Planning Network first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.