CGL
DFSI

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

Clarius Group 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
2025
Q4 		$308K Buy
7,178
+365
+5% +$15.2K 0.02% 286
2025
Q3 		$279K Buy
6,813
+209
+3% +$8.38K 0.02% 320
2025
Q2 		$260K Buy
6,604
+290
+5% +$10.8K 0.02% 392
2025
Q1 		$220K Buy
+6,314
New +$219K 0.01% 437

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Clarius Group LLC's DFSI Position: Q4 2025 in Review

Clarius Group LLC increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 5.4% in Q4 2025, buying an estimated $15.2K and bringing the position to 7,178 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #286.

Clarius Group LLC first reported a position in DFSI in Q1 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • Clarius Group LLC held 7,178 shares of Dimensional International Sustainability Core 1 ETF worth $308K as of Q4 2025.
  • Clarius Group LLC bought 365 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $15.2K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #286 holding.
  • Clarius Group LLC first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.