ACA
DFSU

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

Aptus Capital Advisors’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
Q2 		– Sell
-326
Closed -$11.7K – 1542
2025
Q1 		$11.7K Hold
326
– – ﹤0.01% 1265
2024
Q4 		$12.4K Hold
326
– – ﹤0.01% 1262
2024
Q3 		$12.1K Hold
326
– – ﹤0.01% 1078
2024
Q2 		$11.4K Hold
326
– – ﹤0.01% 1018
2024
Q1 		$11.2K Buy
+326
New +$10.6K ﹤0.01% 1021

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aptus Capital Advisors's DFSU Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2025, closing a stake of 326 shares — an estimated $11.7K sold.

Aptus Capital Advisors first reported a position in DFSU in Q1 2024 and held it in 5 quarters. The position peaked at $12.4K in Q4 2024. 218 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Aptus Capital Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 326 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $11.7K.
  • Aptus Capital Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $12.4K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.