BWA
DFSI

Babb Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Babb Wealth 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 		$1.02M Sell
22,710
-2,096
-8% -$94.2K 0.49% 13
2026
Q1 		$1.05M Buy
24,806
+465
+2% +$20.6K 0.58% 13
2025
Q4 		$1.04M Buy
24,341
+4,112
+20% +$171K 0.59% 13
2025
Q3 		$828K Buy
20,229
+21
+0.1% +$842 0.54% 13
2025
Q2 		$796K Sell
20,208
-358
-2% -$13.3K 0.59% 13
2025
Q1 		$718K Sell
20,566
-2,248
-10% -$78K 0.58% 13
2024
Q4 		$749K Buy
+22,814
New +$776K 0.6% 12

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

Babb Wealth Advisors's DFSI Position: Q2 2026 in Review

Babb Wealth Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 8.4% in Q2 2026, selling an estimated $94.2K and leaving 22,710 shares worth $1.02M. The position accounts for 0.49% of the portfolio, ranked #13.

Babb Wealth Advisors first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Babb Wealth Advisors held 22,710 shares of Dimensional International Sustainability Core 1 ETF worth $1.02M as of Q2 2026.
  • Babb Wealth Advisors sold 2,096 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $94.2K.
  • Dimensional International Sustainability Core 1 ETF made up 0.49% of Babb Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Babb Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Babb Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $1.05M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.