HA
DFSU

Herold Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Herold Advisors’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 		– Sell
-5,112
Closed -$217K – 249
2025
Q3 		$217K Sell
5,112
-139
-3% -$5.69K 0.05% 230
2025
Q2 		$206K Sell
5,251
-446
-8% -$16.3K 0.04% 294
2025
Q1 		$204K Hold
5,697
– – 0.04% 265
2024
Q4 		$216K Hold
5,697
– – 0.05% 255
2024
Q3 		$212K Buy
+5,697
New +$203K 0.05% 255

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

Herold Advisors's DFSU Position: Q4 2025 in Review

Herold Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2025, closing a stake of 5,112 shares — an estimated $217K sold.

Herold Advisors first reported a position in DFSU in Q3 2024 and held it in 5 quarters. The position peaked at $217K in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Herold Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • Herold Advisors sold 5,112 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $217K.
  • Herold Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and held it in 5 quarters.
  • Herold Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $217K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Herold Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.