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
Q2 		$1.21M Buy
26,765
+522
+2% +$23.5K 0.21% 30
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 $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

BetterWealth's DFSI Position: Q2 2026 in Review

BetterWealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2% in Q2 2026, buying an estimated $23.5K and bringing the position to 26,765 shares worth $1.21M. The position accounts for 0.21% of the portfolio, ranked #30.

BetterWealth first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q3 2024. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • BetterWealth held 26,765 shares of Dimensional International Sustainability Core 1 ETF worth $1.21M as of Q2 2026.
  • BetterWealth bought 522 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $23.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.21% of BetterWealth's portfolio in Q2 2026, its #30 holding.
  • BetterWealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • BetterWealth's Dimensional International Sustainability Core 1 ETF position peaked at $1.3M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.