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
Q2 		$1.26M Buy
27,039
+1,888
+8% +$85.4K ﹤0.01% 2096
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 $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors's DFSU Position: Q2 2026 in Review

HighTower Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.5% in Q2 2026, buying an estimated $85.4K and bringing the position to 27,039 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

HighTower Advisors first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • HighTower Advisors held 27,039 shares of Dimensional US Sustainability Core 1 ETF worth $1.26M as of Q2 2026.
  • HighTower Advisors bought 1,888 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $85.4K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2096 holding.
  • HighTower Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.