Accurate Wealth Management
DFSI icon

Accurate Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Accurate Wealth Management’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
Q3 		$311K Buy
6,886
+11
+0.2% +$509 0.03% 470
2026
Q2 		$312K Buy
6,875
+66
+1% +$2.97K 0.03% 453
2026
Q1 		$304K Buy
6,809
+894
+15% +$39.6K 0.04% 421
2025
Q4 		$261K Buy
5,915
+83
+1% +$3.46K 0.03% 430
2025
Q3 		$239K Buy
5,832
+3
+0.1% +$120 0.03% 441
2025
Q2 		$231K Buy
+5,829
New +$217K 0.04% 406

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Accurate Wealth Management's DFSI Position: Q3 2026 in Review

Accurate Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.16% in Q3 2026, buying an estimated $509 and bringing the position to 6,886 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #470.

Accurate Wealth Management first reported a position in DFSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $312K in Q2 2026. 144 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Accurate Wealth Management held 6,886 shares of Dimensional International Sustainability Core 1 ETF worth $311K as of Q3 2026.
  • Accurate Wealth Management bought 11 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $509.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #470 holding.
  • Accurate Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $312K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.