Cerity Partners
DFSI

Cerity Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Cerity Partners’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 		$3.8M Buy
84,219
+40,720
+94% +$1.83M ﹤0.01% 1235
2026
Q1 		$1.84M Buy
43,499
+87
+0.2% +$3.85K ﹤0.01% 1533
2025
Q4 		$1.9M Sell
43,412
-1,761
-4% -$73.3K ﹤0.01% 1394
2025
Q3 		$1.86M Buy
45,173
+702
+2% +$28.1K ﹤0.01% 1328
2025
Q2 		$1.78M Buy
+44,471
New +$1.65M ﹤0.01% 1272

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

Cerity Partners's DFSI Position: Q2 2026 in Review

Cerity Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 94% in Q2 2026, buying an estimated $1.83M and bringing the position to 84,219 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Cerity Partners first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Cerity Partners held 84,219 shares of Dimensional International Sustainability Core 1 ETF worth $3.8M as of Q2 2026.
  • Cerity Partners bought 40,720 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.83M.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1235 holding.
  • Cerity Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 228 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.