HFS
DFSU

Heritage Financial Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Heritage Financial Services’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 		$15.8M Buy
364,066
+26,056
+8% +$1.12M 1.32% 9
2025
Q3 		$14.4M Sell
338,010
-1,428
-0.4% -$58.4K 1.29% 9
2025
Q2 		$13.3M Buy
339,438
+23,716
+8% +$865K 1.28% 9
2025
Q1 		$11.3M Buy
315,722
+10,905
+4% +$414K 1.12% 9
2024
Q4 		$11.6M Sell
304,817
-5,825
-2% -$223K 1.53% 8
2024
Q3 		$11.5M Sell
310,642
-2,039
-0.7% -$72.8K 1.54% 8
2024
Q2 		$10.9M Sell
312,681
-1,554
-0.5% -$52.7K 1.56% 8
2024
Q1 		$10.8M Buy
314,235
+73,180
+30% +$2.38M 1.61% 8
2023
Q4 		$7.5M Buy
241,055
+28,330
+13% +$816K 1.28% 9
2023
Q3 		$5.9M Buy
212,725
+19,650
+10% +$568K 1.15% 10
2023
Q2 		$5.54M Buy
193,075
+52,234
+37% +$1.41M 1.11% 12
2023
Q1 		$3.75M Sell
140,841
-4,545
-3% -$119K 0.82% 12
2022
Q4 		$3.62M Buy
+145,386
New +$3.69M 0.92% 11

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

Heritage Financial Services's DFSU Position: Q4 2025 in Review

Heritage Financial Services increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.7% in Q4 2025, buying an estimated $1.12M and bringing the position to 364,066 shares worth $15.8M. The position accounts for 1.32% of the portfolio, ranked #9.

Heritage Financial Services first reported a position in DFSU in Q4 2022 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Heritage Financial Services held 364,066 shares of Dimensional US Sustainability Core 1 ETF worth $15.8M as of Q4 2025.
  • Heritage Financial Services bought 26,056 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $1.12M.
  • Dimensional US Sustainability Core 1 ETF made up 1.32% of Heritage Financial Services's portfolio in Q4 2025, its #9 holding.
  • Heritage Financial Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.