BetterWealth
DFSI icon

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
Q3 		$1.31M Buy
29,011
+2,246
+8% +$104K 0.22% 27
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 $96.6B AUM 22.52% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

BetterWealth's DFSI Position: Q3 2026 in Review

BetterWealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 8.4% in Q3 2026, buying an estimated $104K and bringing the position to 29,011 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #27.

BetterWealth first reported a position in DFSI in Q1 2023 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • BetterWealth held 29,011 shares of Dimensional International Sustainability Core 1 ETF worth $1.31M as of Q3 2026.
  • BetterWealth bought 2,246 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $104K.
  • Dimensional International Sustainability Core 1 ETF made up 0.22% of BetterWealth's portfolio in Q3 2026, its #27 holding.
  • BetterWealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.