BJB
DFSI

Broadhurst Jeffrey B’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Broadhurst Jeffrey B’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 		– Sell
-52,794
Closed -$2.24M – 35
2026
Q1 		$2.24M Buy
52,794
+2,712
+5% +$120K 2.29% 14
2025
Q4 		$2.15M Buy
+50,082
New +$2.09M 2.23% 14

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

Broadhurst Jeffrey B's DFSI Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026, closing a stake of 52,794 shares — an estimated $2.24M sold.

Broadhurst Jeffrey B first reported a position in DFSI in Q4 2025 and held it in 2 quarters. The position peaked at $2.24M in Q1 2026. 235 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 52,794 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.24M.
  • Broadhurst Jeffrey B first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional International Sustainability Core 1 ETF position peaked at $2.24M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.