MPCL
DFSU

My Personal CFO LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

My Personal CFO LLC’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 		– Sell
-59,358
Closed -$2.52M – 117
2025
Q3 		$2.52M Buy
+59,358
New +$2.43M 0.98% 31

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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

My Personal CFO LLC's DFSU Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2025, closing a stake of 59,358 shares — an estimated $2.52M sold.

My Personal CFO LLC first reported a position in DFSU in Q3 2025 and held it in 1 quarter. The position peaked at $2.52M in Q3 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 59,358 Dimensional US Sustainability Core 1 ETF shares in Q4 2025, an estimated $2.52M.
  • My Personal CFO LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional US Sustainability Core 1 ETF position peaked at $2.52M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.