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 Q3	$2.13M	Buy	45,144 +56	+0.1%	+$2.67K	0.23%	92
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

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

XY Planning Network's DFSU Position: Q3 2026 in Review

XY Planning Network increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.12% in Q3 2026, buying an estimated $2.67K and bringing the position to 45,144 shares worth $2.13M. The position accounts for 0.23% of the portfolio, ranked #92.

XY Planning Network first reported a position in DFSU in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

XY Planning Network held 45,144 shares of Dimensional US Sustainability Core 1 ETF worth $2.13M as of Q3 2026.
XY Planning Network bought 56 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.67K.
Dimensional US Sustainability Core 1 ETF made up 0.23% of XY Planning Network's portfolio in Q3 2026, its #92 holding.
XY Planning Network first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.