KP
DFSU

Keel Point’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Keel Point’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
Q3 		– Sell
-20,212
Closed -$793K – 534
2025
Q2 		$793K Hold
20,212
– – 0.05% 215
2025
Q1 		$724K Hold
20,212
– – 0.06% 185
2024
Q4 		$766K Hold
20,212
– – 0.06% 175
2024
Q3 		$751K Hold
20,212
– – 0.06% 178
2024
Q2 		$707K Buy
+20,212
New +$685K 0.06% 176

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keel Point's DFSU Position: Q3 2025 in Review

Keel Point sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q3 2025, closing a stake of 20,212 shares — an estimated $793K sold.

Keel Point first reported a position in DFSU in Q2 2024 and held it in 5 quarters. The position peaked at $793K in Q2 2025. 232 funds tracked by Wall St. Rank hold DFSU as of Q3 2025.

  • Keel Point reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q3 2025 after selling out during the quarter.
  • Keel Point sold 20,212 Dimensional US Sustainability Core 1 ETF shares in Q3 2025, an estimated $793K.
  • Keel Point first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2024 and held it in 5 quarters.
  • Keel Point's Dimensional US Sustainability Core 1 ETF position peaked at $793K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2025.

Based on Keel Point's 13F filing for Q3 2025, filed 16 Dec 2025.