LAMNM
DFSU

Longview Asset Management (New Mexico)’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Longview Asset Management (New Mexico)’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 		$30.8M Sell
708,054
-31,120
-4% -$1.34M 21.44% 1
2025
Q3 		$31.4M Buy
739,174
+36,365
+5% +$1.49M 21.67% 1
2025
Q2 		$27.6M Buy
702,809
+41,200
+6% +$1.5M 20.85% 1
2025
Q1 		$23.7M Buy
661,609
+35,451
+6% +$1.35M 20.33% 1
2024
Q4 		$23.7M Buy
+626,158
New +$24M 20.68% 1

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Longview Asset Management (New Mexico)'s DFSU Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.2% in Q4 2025, selling an estimated $1.34M and leaving 708,054 shares worth $30.8M. The position accounts for 21.44% of the portfolio, ranked #1.

Longview Asset Management (New Mexico) first reported a position in DFSU in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.4M in Q3 2025. 257 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • Longview Asset Management (New Mexico) held 708,054 shares of Dimensional US Sustainability Core 1 ETF worth $30.8M as of Q4 2025.
  • Longview Asset Management (New Mexico) sold 31,120 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $1.34M.
  • Dimensional US Sustainability Core 1 ETF made up 21.44% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #1 holding.
  • Longview Asset Management (New Mexico) first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • Longview Asset Management (New Mexico)'s Dimensional US Sustainability Core 1 ETF position peaked at $31.4M in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.