BCM
DFSI

Blume Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Blume Capital 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
2026
Q1 		$6.36K Hold
150
– – ﹤0.01% 291
2025
Q4 		$6.43K Hold
150
– – ﹤0.01% 281
2025
Q3 		$6.14K Hold
150
– – ﹤0.01% 300
2025
Q2 		$5.91K Hold
150
– – ﹤0.01% 317
2025
Q1 		$5.23K Hold
150
– – ﹤0.01% 300
2024
Q4 		$4.93K Hold
150
– – ﹤0.01% 288
2024
Q3 		$5.36K Hold
150
– – ﹤0.01% 299
2024
Q2 		$4.94K Hold
150
– – ﹤0.01% 279
2024
Q1 		$5.05K Hold
150
– – ﹤0.01% 274
2023
Q4 		$4.8K Hold
150
– – ﹤0.01% 275
2023
Q3 		$4.31K Hold
150
– – ﹤0.01% 276
2023
Q2 		$4.57K Buy
+150
New +$4.57K ﹤0.01% 281

Other funds holding DFSI

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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