CA
DFSI

Clearstead Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Clearstead Advisors’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 		$486K Sell
10,766
-7,797
-42% -$350K ﹤0.01% 775
2026
Q1 		$787K Buy
18,563
+15,685
+545% +$695K 0.01% 595
2025
Q4 		$123K Hold
2,878
– – ﹤0.01% 1058
2025
Q3 		$118K Hold
2,878
– – ﹤0.01% 1003
2025
Q2 		$113K Hold
2,878
– – ﹤0.01% 1032
2025
Q1 		$100K Hold
2,878
– – ﹤0.01% 996
2024
Q4 		$94.5K Hold
2,878
– – ﹤0.01% 1039
2024
Q3 		$103K Hold
2,878
– – ﹤0.01% 1025
2024
Q2 		$94.8K Hold
2,878
– – ﹤0.01% 1011
2024
Q1 		$96.9K Buy
+2,878
New +$93K ﹤0.01% 614

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

Clearstead Advisors's DFSI Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 42% in Q2 2026, selling an estimated $350K and leaving 10,766 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Clearstead Advisors first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $787K in Q1 2026. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Clearstead Advisors held 10,766 shares of Dimensional International Sustainability Core 1 ETF worth $486K as of Q2 2026.
  • Clearstead Advisors sold 7,797 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $350K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #775 holding.
  • Clearstead Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $787K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.