C.M. Bidwell & Associates’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

C.M. Bidwell & Associates’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	$58.6K	Hold	1,300	–	–	0.02%	226
2026 Q1	$55.1K	Hold	1,300	–	–	0.03%	217
2025 Q4	$55.7K	Hold	1,300	–	–	0.03%	223
2025 Q3	$53.2K	Hold	1,300	–	–	0.03%	219
2025 Q2	$51.2K	Hold	1,300	–	–	0.03%	220
2025 Q1	$45.4K	Hold	1,300	–	–	0.03%	221
2024 Q4	$42.7K	Hold	1,300	–	–	0.03%	233
2024 Q3	$46.5K	Hold	1,300	–	–	0.03%	226
2024 Q2	$42.8K	Hold	1,300	–	–	0.03%	233
2024 Q1	$43.8K	Buy	+1,300	New	+$42K	0.03%	229

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

C.M. Bidwell & Associates's DFSI Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 1,300 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #226.

C.M. Bidwell & Associates first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

C.M. Bidwell & Associates held 1,300 shares of Dimensional International Sustainability Core 1 ETF worth $58.6K as of Q2 2026.
C.M. Bidwell & Associates left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional International Sustainability Core 1 ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #226 holding.
C.M. Bidwell & Associates first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.