XPN
DFSU

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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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 $59.6B 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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return