CGL
DFSU

Clarius Group LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Clarius Group LLC’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
Q4 		$509K Buy
11,720
+3
+0% +$129 0.03% 200
2025
Q3 		$498K Buy
11,717
+126
+1% +$5.16K 0.03% 211
2025
Q2 		$455K Sell
11,591
-1,670
-13% -$60.9K 0.03% 267
2025
Q1 		$475K Buy
13,261
+2,570
+24% +$97.6K 0.03% 251
2024
Q4 		$405K Buy
10,691
+3,317
+45% +$127K 0.03% 257
2024
Q3 		$274K Buy
+7,374
New +$263K 0.02% 336

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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Clarius Group LLC's DFSU Position: Q4 2025 in Review

Clarius Group LLC increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.03% in Q4 2025, buying an estimated $129 and bringing the position to 11,720 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #200.

Clarius Group LLC first reported a position in DFSU in Q3 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Clarius Group LLC held 11,720 shares of Dimensional US Sustainability Core 1 ETF worth $509K as of Q4 2025.
  • Clarius Group LLC bought 3 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $129.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Clarius Group LLC's portfolio in Q4 2025, its #200 holding.
  • Clarius Group LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.