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
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 $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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Morgan Stanley's DFSU Position: Q1 2026 in Review

Morgan Stanley increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 166% in Q1 2026, buying an estimated $138K and bringing the position to 5,102 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #5850.

Morgan Stanley first reported a position in DFSU in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Morgan Stanley held 5,102 shares of Dimensional US Sustainability Core 1 ETF worth $210K as of Q1 2026.
  • Morgan Stanley bought 3,186 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $138K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5850 holding.
  • Morgan Stanley first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.