Allworth Financial’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Allworth Financial’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	$324K	Buy	7,192 +49	+0.7%	+$2.2K	﹤0.01%	1222
2026 Q1	$303K	Buy	7,143 +10	+0.1%	+$443	﹤0.01%	1179
2025 Q4	$306K	Buy	7,133 +21	+0.3%	+$874	﹤0.01%	1146
2025 Q3	$291K	Buy	7,112 +15	+0.2%	+$601	﹤0.01%	1113
2025 Q2	$280K	Buy	7,097 +42	+0.6%	+$1.56K	﹤0.01%	1041
2025 Q1	$255K	Buy	7,055 +10	+0.1%	+$347	﹤0.01%	877
2024 Q4	$238K	Sell	7,045 -76	-1%	-$2.59K	﹤0.01%	892
2024 Q3	$254K	Buy	7,121 +12	+0.2%	+$410	﹤0.01%	746
2024 Q2	$239K	Buy	7,109 +4,109	+137%	+$137K	﹤0.01%	760
2024 Q1	$101K	Hold	3,000	–	–	﹤0.01%	1018
2023 Q4	$96.1K	Hold	3,000	–	–	﹤0.01%	957
2023 Q3	$86.1K	Hold	3,000	–	–	﹤0.01%	935
2023 Q2	$91.3K	Hold	3,000	–	–	﹤0.01%	923
2023 Q1	$90.2K	Hold	3,000	–	–	﹤0.01%	891
2022 Q4	$83.4K	Buy	+3,000	New	+$82.5K	﹤0.01%	862

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

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

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

Allworth Financial's DFSI Position: Q2 2026 in Review

Allworth Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.69% in Q2 2026, buying an estimated $2.2K and bringing the position to 7,192 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Allworth Financial first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Allworth Financial held 7,192 shares of Dimensional International Sustainability Core 1 ETF worth $324K as of Q2 2026.
Allworth Financial bought 49 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.2K.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1222 holding.
Allworth Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.