AIA
DFSI

Angeles Investment Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Angeles Investment Advisors’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 		$4.42M Sell
97,979
-12,028
-11% -$541K 0.27% 21
2026
Q1 		$4.66M Buy
110,007
+3,847
+4% +$170K 0.31% 18
2025
Q4 		$4.55M Buy
106,160
+34,100
+47% +$1.42M 0.3% 17
2025
Q3 		$2.95M Buy
+72,060
New +$2.89M 0.19% 19

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Angeles Investment Advisors's DFSI Position: Q2 2026 in Review

Angeles Investment Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 11% in Q2 2026, selling an estimated $541K and leaving 97,979 shares worth $4.42M. The position accounts for 0.27% of the portfolio, ranked #21.

Angeles Investment Advisors first reported a position in DFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.66M in Q1 2026. 79 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Angeles Investment Advisors held 97,979 shares of Dimensional International Sustainability Core 1 ETF worth $4.42M as of Q2 2026.
  • Angeles Investment Advisors sold 12,028 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $541K.
  • Dimensional International Sustainability Core 1 ETF made up 0.27% of Angeles Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Angeles Investment Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • Angeles Investment Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $4.66M in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.