MFA
DFSU

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

McClarren Financial 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
Q2 		– Sell
-4,235
Closed -$151K – 139
2025
Q1 		$151K Sell
4,235
-349
-8% -$13.3K 0.1% 81
2024
Q4 		$141K Buy
4,584
+373
+9% +$14.3K 0.4% 43
2024
Q3 		$156 Buy
4,211
+4,177
+12,285% +$149K 0.02% 83
2024
Q2 		$146K Buy
+34
New +$1.15K 0.1% 85
2024
Q1 		– Sell
-4,184
Closed -$130K – 368
2023
Q4 		$130K Buy
4,184
+16
+0.4% +$461 0.1% 91
2023
Q3 		$115K Buy
4,168
+15
+0.4% +$434 0.1% 91
2023
Q2 		$119K Buy
4,153
+9
+0.2% +$244 0.1% 95
2023
Q1 		$110K Buy
4,144
+7
+0.2% +$184 0.1% 96
2022
Q4 		$103K Buy
+4,137
New +$105K 0.1% 103

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McClarren Financial Advisors's DFSU Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2025, closing a stake of 4,235 shares — an estimated $151K sold.

McClarren Financial Advisors first reported a position in DFSU in Q4 2022 and held it in 9 quarters. The position peaked at $151K in Q1 2025. 218 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 4,235 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $151K.
  • McClarren Financial Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $151K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.