AWP
DFSI

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return