HighTower Advisors
DFSU

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

HighTower 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
2026
Q1 		$1.03M Buy
25,151
+13,806
+122% +$597K ﹤0.01% 2155
2025
Q4 		$493K Buy
11,345
+20
+0.2% +$858 ﹤0.01% 2635
2025
Q3 		$481K Sell
11,325
-1,463
-11% -$59.9K ﹤0.01% 2657
2025
Q2 		$502K Buy
12,788
+3,986
+45% +$145K ﹤0.01% 2525
2025
Q1 		$315K Buy
8,802
+6
+0.1% +$228 ﹤0.01% 2821
2024
Q4 		$333K Buy
8,796
+1,903
+28% +$72.9K ﹤0.01% 2810
2024
Q3 		$257K Hold
6,893
– – ﹤0.01% 2927
2024
Q2 		$240K Hold
6,893
– – ﹤0.01% 2890
2024
Q1 		$237K Buy
6,893
+5
+0.1% +$162 ﹤0.01% 2870
2023
Q4 		$214K Buy
+6,888
New +$198K ﹤0.01% 2961

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return