Abacus Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Abacus Wealth Partners’s Portfolio DFSI Stock Details DFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.3M	Buy	605,285 +19,181	+3%	+$862K	2.87%	8
2026 Q1	$24.9M	Buy	586,104 +3,478	+0.6%	+$154K	2.27%	9
2025 Q4	$25M	Sell	582,626 -6,184	-1%	-$257K	2.45%	8
2025 Q3	$24.1M	Buy	588,810 +28,190	+5%	+$1.13M	3.47%	8
2025 Q2	$22.1M	Buy	560,620 +30,735	+6%	+$1.14M	3.37%	8
2025 Q1	$18.5M	Sell	529,885 -2,100	-0.4%	-$72.8K	2.78%	10
2024 Q4	$17.5M	Buy	531,985 +34,503	+7%	+$1.17M	2.61%	10
2024 Q3	$17.8M	Buy	497,482 +36,283	+8%	+$1.24M	2.67%	10
2024 Q2	$15.2M	Buy	461,199 +26,307	+6%	+$876K	2.52%	10
2024 Q1	$14.6M	Buy	434,892 +9,720	+2%	+$314K	2.46%	10
2023 Q4	$13.6M	Buy	425,172 +34,443	+9%	+$1.02M	2.3%	10
2023 Q3	$11.2M	Buy	390,729 +32,926	+9%	+$991K	3.47%	8
2023 Q2	$10.9M	Buy	357,803 +40,083	+13%	+$1.22M	3.28%	8
2023 Q1	$9.83M	Sell	317,720 -1,222	-0.4%	-$36.1K	3.25%	8
2022 Q4	$8.86M	Buy	+318,942	New	+$8.77M	3.15%	8

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Abacus Wealth Partners's DFSI Position: Q2 2026 in Review

Abacus Wealth Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.3% in Q2 2026, buying an estimated $862K and bringing the position to 605,285 shares worth $27.3M. The position accounts for 2.87% of the portfolio, ranked #8.

Abacus Wealth Partners first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Abacus Wealth Partners held 605,285 shares of Dimensional International Sustainability Core 1 ETF worth $27.3M as of Q2 2026.
Abacus Wealth Partners bought 19,181 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $862K.
Dimensional International Sustainability Core 1 ETF made up 2.87% of Abacus Wealth Partners's portfolio in Q2 2026, its #8 holding.
Abacus Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.