Morgan Stanley
DFSU

Morgan Stanley’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Morgan Stanley’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 		$135K Sell
2,901
-2,201
-43% -$99.6K ﹤0.01% 6126
2026
Q1 		$210K Buy
5,102
+3,186
+166% +$138K ﹤0.01% 5850
2025
Q4 		$83.2K Buy
1,916
+1,915
+191,500% +$82.2K ﹤0.01% 6268
2025
Q3 		$54 Buy
+1
New +$41 ﹤0.01% 7821

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

Morgan Stanley's DFSU Position: Q2 2026 in Review

Morgan Stanley reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 43% in Q2 2026, selling an estimated $99.6K and leaving 2,901 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #6126.

Morgan Stanley first reported a position in DFSU in Q3 2025 and has held it in 4 quarters since. The position peaked at $210K in Q1 2026. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Morgan Stanley held 2,901 shares of Dimensional US Sustainability Core 1 ETF worth $135K as of Q2 2026.
  • Morgan Stanley sold 2,201 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $99.6K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6126 holding.
  • Morgan Stanley first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Dimensional US Sustainability Core 1 ETF position peaked at $210K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.