AC
DFSI

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

AWM Capital’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 		$44.9M Buy
995,334
+64,141
+7% +$2.88M 3.59% 8
2026
Q1 		$39.5M Buy
931,193
+65,905
+8% +$2.92M 3.57% 8
2025
Q4 		$37.1M Buy
865,288
+40,835
+5% +$1.7M 3.37% 8
2025
Q3 		$33.8M Buy
824,453
+39,966
+5% +$1.6M 3.07% 8
2025
Q2 		$30.9M Sell
784,487
-304,237
-28% -$11.3M 3.25% 8
2025
Q1 		$38M Buy
1,088,724
+66,502
+7% +$2.31M 4.43% 7
2024
Q4 		$33.6M Buy
1,022,222
+116,746
+13% +$3.97M 4.11% 8
2024
Q3 		$32.4M Buy
905,476
+246,173
+37% +$8.42M 3.91% 8
2024
Q2 		$21.7M Buy
659,303
+163,113
+33% +$5.43M 3.3% 8
2024
Q1 		$16.7M Buy
496,190
+170,823
+53% +$5.52M 2.79% 12
2023
Q4 		$10.4M Sell
325,367
-280,976
-46% -$8.29M 1.91% 15
2023
Q3 		$17.4M Buy
606,343
+340,213
+128% +$10.2M 3.54% 9
2023
Q2 		$8.1M Buy
266,130
+205,510
+339% +$6.26M 1.96% 14
2023
Q1 		$1.82M Buy
60,620
+46,653
+334% +$1.38M 0.51% 30
2022
Q4 		$388K Buy
+13,967
New +$384K 0.13% 53

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
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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

AWM Capital's DFSI Position: Q2 2026 in Review

AWM Capital increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 6.9% in Q2 2026, buying an estimated $2.88M and bringing the position to 995,334 shares worth $44.9M. The position accounts for 3.59% of the portfolio, ranked #8.

AWM Capital first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • AWM Capital held 995,334 shares of Dimensional International Sustainability Core 1 ETF worth $44.9M as of Q2 2026.
  • AWM Capital bought 64,141 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.88M.
  • Dimensional International Sustainability Core 1 ETF made up 3.59% of AWM Capital's portfolio in Q2 2026, its #8 holding.
  • AWM Capital first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.