BGWM
DFSI

Bridge Generations Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bridge Generations Wealth 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
Q2 		$337K Hold
7,467
– – 0.17% 28
2026
Q1 		$317K Sell
7,467
-1,287
-15% -$57K 0.18% 29
2025
Q4 		$375K Sell
8,754
-2,222
-20% -$92.5K 0.23% 29
2025
Q3 		$449K Hold
10,976
– – 0.3% 28
2025
Q2 		$433K Sell
10,976
-1
-0% -$37 0.26% 28
2025
Q1 		$383K Sell
10,977
-182
-2% -$6.31K 0.24% 27
2024
Q4 		$367K Buy
+11,159
New +$380K 0.24% 21

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

Bridge Generations Wealth Management's DFSI Position: Q2 2026 in Review

Bridge Generations Wealth Management held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 7,467 shares worth $337K. The position accounts for 0.17% of the portfolio, ranked #28.

Bridge Generations Wealth Management first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $449K in Q3 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Bridge Generations Wealth Management held 7,467 shares of Dimensional International Sustainability Core 1 ETF worth $337K as of Q2 2026.
  • Bridge Generations Wealth Management left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.17% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Bridge Generations Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $449K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.