CC
DFSI

Citrine Capital’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Citrine Capital’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 		$17.7M Buy
393,481
+3,500
+0.9% +$157K 6.57% 4
2026
Q1 		$16.5M Buy
389,981
+32,651
+9% +$1.45M 7.17% 4
2025
Q4 		$15.3M Buy
357,330
+9,765
+3% +$407K 7.11% 4
2025
Q3 		$14.2M Buy
347,565
+24,617
+8% +$987K 6.59% 4
2025
Q2 		$12.7M Buy
322,948
+7,890
+3% +$293K 6.76% 4
2025
Q1 		$11M Buy
315,058
+17,857
+6% +$619K 6.88% 4
2024
Q4 		$9.76M Buy
+297,201
New +$10.1M 7.19% 4

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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Citrine Capital's DFSI Position: Q2 2026 in Review

Citrine Capital increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.9% in Q2 2026, buying an estimated $157K and bringing the position to 393,481 shares worth $17.7M. The position accounts for 6.57% of the portfolio, ranked #4.

Citrine Capital first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Citrine Capital held 393,481 shares of Dimensional International Sustainability Core 1 ETF worth $17.7M as of Q2 2026.
  • Citrine Capital bought 3,500 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $157K.
  • Dimensional International Sustainability Core 1 ETF made up 6.57% of Citrine Capital's portfolio in Q2 2026, its #4 holding.
  • Citrine Capital first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.