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
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 $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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Freedom Investment Management's DFSU Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8.5% in Q1 2026, selling an estimated $31.3K and leaving 7,812 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #71.

Freedom Investment Management first reported a position in DFSU in Q4 2025 and has held it in 2 quarters since. The position peaked at $371K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Freedom Investment Management held 7,812 shares of Dimensional US Sustainability Core 1 ETF worth $321K as of Q1 2026.
  • Freedom Investment Management sold 724 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $31.3K.
  • Dimensional US Sustainability Core 1 ETF made up 0.1% of Freedom Investment Management's portfolio in Q1 2026, its #71 holding.
  • Freedom Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • Freedom Investment Management's Dimensional US Sustainability Core 1 ETF position peaked at $371K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.