AWM
DFSI

Avior Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-242
Closed -$7.96K – 1137
2024
Q4 		$7.96K Sell
242
-13
-5% -$442 ﹤0.01% 1697
2024
Q3 		$9.14K Buy
255
+165
+183% +$5.64K ﹤0.01% 1586
2024
Q2 		$2.98K Buy
90
+1
+1% +$33 ﹤0.01% 1865
2024
Q1 		$3K Hold
89
– – ﹤0.01% 2203
2023
Q4 		$2.85K Sell
89
-1,940
-96% -$57.2K ﹤0.01% 1264
2023
Q3 		$58.3K Buy
2,029
+11
+0.5% +$331 ﹤0.01% 735
2023
Q2 		$61.5K Buy
2,018
+20
+1% +$609 ﹤0.01% 721
2023
Q1 		$60K Buy
1,998
+4
+0.2% +$118 ﹤0.01% 731
2022
Q4 		$55.4K Buy
+1,994
New +$54.8K ﹤0.01% 611

Other funds holding DFSI

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Avior Wealth Management's DFSI Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2025, closing a stake of 242 shares — an estimated $7.96K sold.

Avior Wealth Management first reported a position in DFSI in Q4 2022 and held it in 9 quarters. The position peaked at $61.5K in Q2 2023. 181 funds tracked by Wall St. Rank hold DFSI as of Q1 2025.

  • Avior Wealth Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 242 Dimensional International Sustainability Core 1 ETF shares in Q1 2025, an estimated $7.96K.
  • Avior Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and held it in 9 quarters.
  • Avior Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $61.5K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.