BRIA
DFSI

Balanced Rock Investment Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Balanced Rock Investment 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 		$9.95M Buy
220,624
+6,939
+3% +$312K 6.21% 1
2026
Q1 		$9.06M Sell
213,685
-1,350
-0.6% -$59.8K 6.36% 1
2025
Q4 		$9.21M Buy
215,035
+2,693
+1% +$112K 6.55% 1
2025
Q3 		$8.7M Buy
212,342
+6,312
+3% +$253K 6.36% 1
2025
Q2 		$8.12M Buy
206,030
+4,971
+2% +$185K 6.37% 1
2025
Q1 		$7.01M Buy
201,059
+3,192
+2% +$111K 5.59% 5
2024
Q4 		$6.5M Buy
+197,867
New +$6.73M 5.14% 5

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

Balanced Rock Investment Advisors's DFSI Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.2% in Q2 2026, buying an estimated $312K and bringing the position to 220,624 shares worth $9.95M. The position accounts for 6.21% of the portfolio, ranked #1.

Balanced Rock Investment Advisors first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Balanced Rock Investment Advisors held 220,624 shares of Dimensional International Sustainability Core 1 ETF worth $9.95M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 6,939 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $312K.
  • Dimensional International Sustainability Core 1 ETF made up 6.21% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Balanced Rock Investment Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.