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

Adero 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
2025 Q1	$19.8M	Sell	566,520 -18,327	-3%	-$636K	1.29%	18
2024 Q4	$19.2M	Buy	584,847 +61,005	+12%	+$2.08M	1.24%	17
2024 Q3	$18.7M	Buy	523,842 +26,528	+5%	+$907K	1.24%	17
2024 Q2	$16.4M	Buy	497,314 +53,431	+12%	+$1.78M	1.19%	18
2024 Q1	$14.9M	Buy	443,883 +64,947	+17%	+$2.1M	1.13%	20
2023 Q4	$12.1M	Buy	378,936 +12,886	+4%	+$380K	1.03%	19
2023 Q3	$10.5M	Buy	366,050 +27,880	+8%	+$839K	1.01%	17
2023 Q2	$10.3M	Buy	338,170 +64,533	+24%	+$1.97M	1.02%	19
2023 Q1	$8.22M	Buy	273,637 +254,139	+1,303%	+$7.5M	0.9%	19
2022 Q4	$542K	Buy	+19,498	New	+$536K	0.07%	92

Other funds holding DFSI

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

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Adero Partners's DFSI Position: Q1 2025 in Review

Adero Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.1% in Q1 2025, selling an estimated $636K and leaving 566,520 shares worth $19.8M. The position accounts for 1.29% of the portfolio, ranked #18.

Adero Partners first reported a position in DFSI in Q4 2022 and has held it in 10 quarters since. 181 funds tracked by Wall St. Rank hold DFSI as of Q1 2025.

Adero Partners held 566,520 shares of Dimensional International Sustainability Core 1 ETF worth $19.8M as of Q1 2025.
Adero Partners sold 18,327 Dimensional International Sustainability Core 1 ETF shares in Q1 2025, an estimated $636K.
Dimensional International Sustainability Core 1 ETF made up 1.29% of Adero Partners's portfolio in Q1 2025, its #18 holding.
Adero Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 10 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.