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
Q2 		$5.53M Sell
122,582
-9,201
-7% -$414K 0.03% 489
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 $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

Beacon Pointe Advisors's DFSI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7% in Q2 2026, selling an estimated $414K and leaving 122,582 shares worth $5.53M. The position accounts for 0.03% of the portfolio, ranked #489.

Beacon Pointe Advisors first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.59M in Q1 2026. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Beacon Pointe Advisors held 122,582 shares of Dimensional International Sustainability Core 1 ETF worth $5.53M as of Q2 2026.
  • Beacon Pointe Advisors sold 9,201 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $414K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #489 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Beacon Pointe Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $5.59M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.