DWM
DFSU

Diversify Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Diversify Wealth Management’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 		– Sell
-18,558
Closed -$696K – 518
2024
Q4 		$696K Hold
18,558
– – 0.05% 281
2024
Q3 		$694K Sell
18,558
-1,855
-9% -$66.3K 0.07% 244
2024
Q2 		$685K Buy
+20,413
New +$692K 0.09% 214

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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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

Diversify Wealth Management's DFSU Position: Q1 2025 in Review

Diversify Wealth Management sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2025, closing a stake of 18,558 shares — an estimated $696K sold.

Diversify Wealth Management first reported a position in DFSU in Q2 2024 and held it in 3 quarters. The position peaked at $696K in Q4 2024. 205 funds tracked by Wall St. Rank hold DFSU as of Q1 2025.

  • Diversify Wealth Management reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 18,558 Dimensional US Sustainability Core 1 ETF shares in Q1 2025, an estimated $696K.
  • Diversify Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $696K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.