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
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 $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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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