FIM
DFSU

Freedom Investment Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Freedom Investment 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
2026
Q2 		$365K Buy
7,826
+14
+0.2% +$633 0.1% 73
2026
Q1 		$321K Sell
7,812
-724
-8% -$31.3K 0.1% 71
2025
Q4 		$371K Buy
+8,536
New +$366K 0.11% 69

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Freedom Investment Management's DFSU Position: Q2 2026 in Review

Freedom Investment Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.18% in Q2 2026, buying an estimated $633 and bringing the position to 7,826 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #73.

Freedom Investment Management first reported a position in DFSU in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Freedom Investment Management held 7,826 shares of Dimensional US Sustainability Core 1 ETF worth $365K as of Q2 2026.
  • Freedom Investment Management bought 14 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $633.
  • Dimensional US Sustainability Core 1 ETF made up 0.1% of Freedom Investment Management's portfolio in Q2 2026, its #73 holding.
  • Freedom Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • Freedom Investment Management's Dimensional US Sustainability Core 1 ETF position peaked at $371K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.