AP
DFSU

Adero Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Adero Partners’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
Q1 		$20.2M Sell
563,186
-12,603
-2% -$479K 1.32% 17
2024
Q4 		$21.8M Buy
575,789
+53,046
+10% +$2.03M 1.41% 16
2024
Q3 		$19.4M Buy
522,743
+22,132
+4% +$790K 1.29% 16
2024
Q2 		$17.5M Buy
500,611
+52,293
+12% +$1.77M 1.27% 16
2024
Q1 		$15.4M Buy
448,318
+55,993
+14% +$1.82M 1.17% 19
2023
Q4 		$12.2M Buy
392,325
+13,687
+4% +$394K 1.04% 18
2023
Q3 		$10.5M Buy
378,638
+10,963
+3% +$317K 1.01% 18
2023
Q2 		$10.6M Buy
367,675
+109,305
+42% +$2.96M 1.04% 18
2023
Q1 		$6.88M Buy
258,370
+200,153
+344% +$5.26M 0.75% 23
2022
Q4 		$1.45M Buy
+58,217
New +$1.48M 0.17% 54

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Adero Partners's DFSU Position: Q1 2025 in Review

Adero Partners reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.2% in Q1 2025, selling an estimated $479K and leaving 563,186 shares worth $20.2M. The position accounts for 1.32% of the portfolio, ranked #17.

Adero Partners first reported a position in DFSU in Q4 2022 and has held it in 10 quarters since. The position peaked at $21.8M in Q4 2024. 205 funds tracked by Wall St. Rank hold DFSU as of Q1 2025.

  • Adero Partners held 563,186 shares of Dimensional US Sustainability Core 1 ETF worth $20.2M as of Q1 2025.
  • Adero Partners sold 12,603 Dimensional US Sustainability Core 1 ETF shares in Q1 2025, an estimated $479K.
  • Dimensional US Sustainability Core 1 ETF made up 1.32% of Adero Partners's portfolio in Q1 2025, its #17 holding.
  • Adero Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 10 quarters since.
  • Adero Partners's Dimensional US Sustainability Core 1 ETF position peaked at $21.8M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.