AIC
DFSI

Allodium Investment Consultants’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Allodium Investment Consultants’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 		$9.11M Buy
201,944
+7,912
+4% +$356K 3.87% 8
2026
Q1 		$8.23M Buy
194,032
+2,110
+1% +$93.5K 3.94% 8
2025
Q4 		$8.22M Buy
191,922
+3,712
+2% +$155K 4.17% 9
2025
Q3 		$7.71M Buy
188,210
+49,330
+36% +$1.98M 4.35% 9
2025
Q2 		$5.47M Buy
138,880
+229
+0.2% +$8.51K 3.46% 10
2025
Q1 		$4.84M Buy
138,651
+25,909
+23% +$899K 3.57% 10
2024
Q4 		$3.7M Buy
+112,742
New +$3.84M 3.09% 9

Other funds holding DFSI

Focus Partners Wealth
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Allodium Investment Consultants's DFSI Position: Q2 2026 in Review

Allodium Investment Consultants increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.1% in Q2 2026, buying an estimated $356K and bringing the position to 201,944 shares worth $9.11M. The position accounts for 3.87% of the portfolio, ranked #8.

Allodium Investment Consultants first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Allodium Investment Consultants held 201,944 shares of Dimensional International Sustainability Core 1 ETF worth $9.11M as of Q2 2026.
  • Allodium Investment Consultants bought 7,912 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $356K.
  • Dimensional International Sustainability Core 1 ETF made up 3.87% of Allodium Investment Consultants's portfolio in Q2 2026, its #8 holding.
  • Allodium Investment Consultants first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.