Beacon Hill Wealth Management
DFSI icon

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

Beacon Hill 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
2026
Q3 		$2.68M Sell
59,287
-8,628
-13% -$399K 1.63% 10
2026
Q2 		$3.06M Buy
+67,915
New +$3.05M 2.12% 10

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Focus Partners Wealth
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AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Beacon Hill Wealth Management's DFSI Position: Q3 2026 in Review

Beacon Hill Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 13% in Q3 2026, selling an estimated $399K and leaving 59,287 shares worth $2.68M. The position accounts for 1.63% of the portfolio, ranked #10.

Beacon Hill Wealth Management first reported a position in DFSI in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.06M in Q2 2026. 210 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Beacon Hill Wealth Management held 59,287 shares of Dimensional International Sustainability Core 1 ETF worth $2.68M as of Q3 2026.
  • Beacon Hill Wealth Management sold 8,628 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $399K.
  • Dimensional International Sustainability Core 1 ETF made up 1.63% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2026 and has held it in 2 quarters since.
  • Beacon Hill Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $3.06M in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.