BAM
DFSI

Belpointe Asset Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-1,116
Closed -$39.9K – 883
2024
Q3 		$39.9K Buy
1,116
+16
+1% +$547 ﹤0.01% 859
2024
Q2 		$36.2K Buy
+1,100
New +$36.6K ﹤0.01% 774
2024
Q1 		– Sell
-24,184
Closed -$775K – 796
2023
Q4 		$775K Buy
+24,184
New +$713K 0.07% 263
2023
Q2 		– Sell
-35
Closed -$1.05K – 1237
2023
Q1 		$1.05K Buy
+35
New +$1.03K ﹤0.01% 3462

Other funds holding DFSI

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Belpointe Asset Management's DFSI Position: Q4 2024 in Review

Belpointe Asset Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2024, closing a stake of 1,116 shares — an estimated $39.9K sold.

Belpointe Asset Management first reported a position in DFSI in Q1 2023 and held it in 4 quarters. The position peaked at $775K in Q4 2023. 163 funds tracked by Wall St. Rank hold DFSI as of Q4 2024.

  • Belpointe Asset Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 1,116 Dimensional International Sustainability Core 1 ETF shares in Q4 2024, an estimated $39.9K.
  • Belpointe Asset Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and held it in 4 quarters.
  • Belpointe Asset Management's Dimensional International Sustainability Core 1 ETF position peaked at $775K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.