RLIM
DFSU

Red Lighthouse Investment Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Red Lighthouse Investment Management’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 		– Sell
-1,948
Closed -$84.6K – 91
2025
Q4 		$84.6K Sell
1,948
-185
-9% -$7.94K 0.03% 70
2025
Q3 		$90.6K Sell
2,133
-1,084
-34% -$44.3K 0.03% 91
2025
Q2 		$126K Sell
3,217
-526
-14% -$19.2K 0.05% 86
2025
Q1 		$129K Hold
3,743
– – 0.05% 78
2024
Q4 		$142K Hold
3,743
– – 0.06% 76
2024
Q3 		$139K Hold
3,743
– – 0.05% 77
2024
Q2 		$130K Hold
3,743
– – 0.05% 78
2024
Q1 		$129K Hold
3,743
– – 0.05% 78
2023
Q4 		$117K Hold
3,743
– – 0.05% 76
2023
Q3 		$104K Hold
3,743
– – 0.05% 72
2023
Q2 		$107K Hold
3,743
– – 0.05% 71
2023
Q1 		$99.6K Hold
3,743
– – 0.05% 72
2022
Q4 		$93.3K Buy
+3,743
New +$95.1K 0.05% 74

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