B
DFSI

BetterWealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

BetterWealth’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 		$1.11M Sell
26,243
-363
-1% -$16.1K 0.22% 29
2025
Q4 		$1.14M Sell
26,606
-2,007
-7% -$83.6K 0.26% 28
2025
Q3 		$1.17M Buy
28,613
+1,315
+5% +$52.7K 0.28% 29
2025
Q2 		$1.08M Sell
27,298
-314
-1% -$11.7K 0.28% 28
2025
Q1 		$963K Sell
27,612
-9,615
-26% -$333K 0.27% 29
2024
Q4 		$1.22M Buy
37,227
+929
+3% +$31.6K 0.34% 29
2024
Q3 		$1.3M Sell
36,298
-854
-2% -$29.2K 0.38% 25
2024
Q2 		$1.22M Sell
37,152
-615
-2% -$20.5K 0.39% 26
2024
Q1 		$1.27M Buy
37,767
+2,458
+7% +$79.5K 0.41% 27
2023
Q4 		$1.13M Buy
35,309
+1,425
+4% +$42K 0.39% 26
2023
Q3 		$973K Buy
33,884
+1,170
+4% +$35.2K 0.39% 20
2023
Q2 		$996K Buy
32,714
+1,209
+4% +$36.8K 0.39% 20
2023
Q1 		$947K Buy
+31,505
New +$929K 0.38% 20

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 $538M 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