Blue Oak Capital’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Blue Oak Capital’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
2025 Q2	$311K	Buy	+7,885	New	+$293K	0.16%	58

Other funds holding DFSI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Blue Oak Capital's DFSI Position: Q2 2025 in Review

Blue Oak Capital opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2025: 7,885 shares worth $311K. The stake represents 0.16% of the portfolio and ranks #58 among its holdings.

191 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

Blue Oak Capital held 7,885 shares of Dimensional International Sustainability Core 1 ETF worth $311K as of Q2 2025.
Dimensional International Sustainability Core 1 ETF was a new Blue Oak Capital position in Q2 2025.
Dimensional International Sustainability Core 1 ETF made up 0.16% of Blue Oak Capital's portfolio in Q2 2025, its #58 holding.
191 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.