AIM
DFSI

Archer Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Archer Investment Management’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 		$213K Sell
4,713
-4,259
-47% -$191K 0.07% 106
2026
Q1 		$380K Sell
8,972
-52,845
-85% -$2.34M 0.16% 80
2025
Q4 		$2.65M Sell
61,817
-19,754
-24% -$822K 1.42% 22
2025
Q3 		$3.34M Buy
81,571
+6,747
+9% +$270K 2.05% 16
2025
Q2 		$2.95M Sell
74,824
-13,581
-15% -$504K 2.14% 13
2025
Q1 		$3.08M Sell
88,405
-52
-0.1% -$1.8K 2.13% 13
2024
Q4 		$2.91M Buy
+88,457
New +$3.01M 1.79% 16

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

Archer Investment Management's DFSI Position: Q2 2026 in Review

Archer Investment Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 47% in Q2 2026, selling an estimated $191K and leaving 4,713 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #106.

Archer Investment Management first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q3 2025. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Archer Investment Management held 4,713 shares of Dimensional International Sustainability Core 1 ETF worth $213K as of Q2 2026.
  • Archer Investment Management sold 4,259 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $191K.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of Archer Investment Management's portfolio in Q2 2026, its #106 holding.
  • Archer Investment Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Archer Investment Management's Dimensional International Sustainability Core 1 ETF position peaked at $3.34M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.