Burton Enright Welch’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Burton Enright Welch’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	$533K	Buy	11,816 +2	+0%	+$90	0.06%	93
2026 Q1	$501K	Hold	11,814	–	–	0.07%	90
2025 Q4	$506K	Buy	11,814 +2,031	+21%	+$84.6K	0.07%	86
2025 Q3	$401K	Buy	9,783 +2,482	+34%	+$99.5K	0.06%	97
2025 Q2	$288K	Buy	7,301 +50	+0.7%	+$1.86K	0.05%	104
2025 Q1	$253K	Buy	7,251 +65	+0.9%	+$2.25K	0.05%	97
2024 Q4	$236K	Buy	+7,186	New	+$245K	0.05%	90

Other funds holding DFSI

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

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

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

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

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

Burton Enright Welch's DFSI Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 11,816 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #93.

Burton Enright Welch first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Burton Enright Welch held 11,816 shares of Dimensional International Sustainability Core 1 ETF worth $533K as of Q2 2026.
Burton Enright Welch bought 2 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $90.
Dimensional International Sustainability Core 1 ETF made up 0.06% of Burton Enright Welch's portfolio in Q2 2026, its #93 holding.
Burton Enright Welch first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.