BPA
DFSI

Beacon Pointe Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Beacon Pointe 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
Q1 		$5.59M Buy
131,783
+12,433
+10% +$551K 0.03% 448
2025
Q4 		$5.11M Buy
119,350
+2,391
+2% +$99.5K 0.04% 380
2025
Q3 		$4.79M Buy
116,959
+110,352
+1,670% +$4.42M 0.04% 355
2025
Q2 		$260K Sell
6,607
-3,803
-37% -$141K ﹤0.01% 1096
2025
Q1 		$363K Buy
10,410
+351
+3% +$12.2K ﹤0.01% 952
2024
Q4 		$330K Hold
10,059
– – ﹤0.01% 972
2024
Q3 		$359K Hold
10,059
– – ﹤0.01% 962
2024
Q2 		$331K Hold
10,059
– – ﹤0.01% 1022
2024
Q1 		$339K Buy
+10,059
New +$325K ﹤0.01% 1070

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Beacon Pointe Advisors's DFSI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 10% in Q1 2026, buying an estimated $551K and bringing the position to 131,783 shares worth $5.59M. The position accounts for 0.03% of the portfolio, ranked #448.

Beacon Pointe Advisors first reported a position in DFSI in Q1 2024 and has held it in 9 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Beacon Pointe Advisors held 131,783 shares of Dimensional International Sustainability Core 1 ETF worth $5.59M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,433 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $551K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #448 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.