Choreo LLC’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Choreo LLC’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 Q3	$267K	Buy	+5,912	New	+$273K	﹤0.01%	1376

Other funds holding DFSI

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Choreo LLC's DFSI Position: Q3 2026 in Review

Choreo LLC opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2026: 5,912 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings.

101 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Choreo LLC held 5,912 shares of Dimensional International Sustainability Core 1 ETF worth $267K as of Q3 2026.
Dimensional International Sustainability Core 1 ETF was a new Choreo LLC position in Q3 2026.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Choreo LLC's portfolio in Q3 2026, its #1376 holding.
101 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.