BCA
DFSI

Bay Colony Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bay Colony 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 		$277K Sell
6,150
-50
-0.8% -$2.25K 0.03% 394
2026
Q1 		$263K Sell
6,200
-150
-2% -$6.64K 0.03% 414
2025
Q4 		$272K Sell
6,350
-300
-5% -$12.5K 0.03% 411
2025
Q3 		$272K Sell
6,650
-1,050
-14% -$42.1K 0.03% 416
2025
Q2 		$303K Hold
7,700
– – 0.04% 341
2025
Q1 		$271K Sell
7,700
-300
-4% -$10.4K 0.04% 353
2024
Q4 		$263K Sell
8,000
-50
-0.6% -$1.7K 0.04% 364
2024
Q3 		$288K Sell
8,050
-136
-2% -$4.65K 0.04% 329
2024
Q2 		$270K Hold
8,186
– – 0.05% 317
2024
Q1 		$276K Buy
+8,186
New +$265K 0.05% 306

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

Bay Colony Advisors's DFSI Position: Q2 2026 in Review

Bay Colony Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.81% in Q2 2026, selling an estimated $2.25K and leaving 6,150 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #394.

Bay Colony Advisors first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q2 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Bay Colony Advisors held 6,150 shares of Dimensional International Sustainability Core 1 ETF worth $277K as of Q2 2026.
  • Bay Colony Advisors sold 50 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.25K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #394 holding.
  • Bay Colony Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Bay Colony Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $303K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.