GRP
DFSU

Global Retirement Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Global Retirement Partners’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 		$81.1K Hold
1,868
– – ﹤0.01% 2038
2025
Q3 		$79.3K Hold
1,868
– – ﹤0.01% 1627
2025
Q2 		$73.3K Buy
+1,868
New +$68.1K ﹤0.01% 1579

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 $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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

Global Retirement Partners's DFSU Position: Q4 2025 in Review

Global Retirement Partners held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q4 2025 at 1,868 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Global Retirement Partners first reported a position in DFSU in Q2 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Global Retirement Partners held 1,868 shares of Dimensional US Sustainability Core 1 ETF worth $81.1K as of Q4 2025.
  • Global Retirement Partners left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q4 2025.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2038 holding.
  • Global Retirement Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.