ACA
DFSI

Aptus Capital Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Aptus Capital 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
Q1 		$5K Sell
118
-75
-39% -$3.32K ﹤0.01% 1565
2025
Q4 		$8.27K Hold
193
– – ﹤0.01% 1511
2025
Q3 		$7.9K Hold
193
– – ﹤0.01% 1450
2025
Q2 		$7.61K Hold
193
– – ﹤0.01% 1386
2025
Q1 		$6.73K Hold
193
– – ﹤0.01% 1316
2024
Q4 		$6.34K Hold
193
– – ﹤0.01% 1319
2024
Q3 		$6.9K Buy
193
+50
+35% +$1.71K ﹤0.01% 1122
2024
Q2 		$4.71K Sell
143
-140
-49% -$4.66K ﹤0.01% 1080
2024
Q1 		$9.53K Buy
+283
New +$9.15K ﹤0.01% 1042

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return