RIM
DFSU

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

RW 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 		$2.07M Buy
+50,391
New +$2.18M 0.2% 28
2025
Q3 		$1.66M Buy
39,159
+2,037
+5% +$83.3K 0.17% 29
2025
Q2 		$1.46M Buy
37,122
+755
+2% +$27.5K 0.16% 31
2025
Q1 		$1.3M Sell
36,367
-14,975
-29% -$569K 0.16% 30
2024
Q4 		$1.95M Sell
51,342
-2,318
-4% -$88.8K 0.24% 24
2024
Q3 		$2M Buy
53,660
+411
+0.8% +$14.7K 0.25% 23
2024
Q2 		$1.86M Buy
53,249
+559
+1% +$18.9K 0.25% 23
2024
Q1 		$1.81M Buy
52,690
+8,138
+18% +$264K 0.25% 22
2023
Q4 		$1.39M Buy
44,552
+11,013
+33% +$317K 0.21% 24
2023
Q3 		$931K Buy
33,539
+8,089
+32% +$234K 0.17% 30
2023
Q2 		$731K Buy
25,450
+7,304
+40% +$198K 0.15% 38
2023
Q1 		$483K Buy
+18,146
New +$477K 0.13% 51

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
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 $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

RW Investment Management's DFSU Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2026: 50,391 shares worth $2.07M. The stake represents 0.2% of the portfolio and ranks #28 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFSU as recently as Q3 2025.

RW Investment Management first reported a position in DFSU in Q1 2023 and has held it in 12 quarters since. 257 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • RW Investment Management held 50,391 shares of Dimensional US Sustainability Core 1 ETF worth $2.07M as of Q1 2026.
  • Dimensional US Sustainability Core 1 ETF was a new RW Investment Management position in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.2% of RW Investment Management's portfolio in Q1 2026, its #28 holding.
  • RW Investment Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 12 quarters since.
  • 257 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.