Commonwealth Equity Services
DFSI

Commonwealth Equity Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Commonwealth Equity Services’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 		$2.17M Buy
51,275
+3,597
+8% +$159K ﹤0.01% 1936
2025
Q4 		$2.04M Sell
47,678
-6,409
-12% -$267K ﹤0.01% 1970
2025
Q3 		$2.21M Buy
54,087
+8,333
+18% +$334K ﹤0.01% 1919
2025
Q2 		$1.8M Buy
45,754
+2,651
+6% +$98.5K ﹤0.01% 2060
2025
Q1 		$1.5M Buy
43,103
+4,311
+11% +$150K ﹤0.01% 2141
2024
Q4 		$1.27M Buy
38,792
+2,022
+5% +$68.8K ﹤0.01% 2222
2024
Q3 		$1.31M Buy
36,770
+1,982
+6% +$67.8K ﹤0.01% 2121
2024
Q2 		$1.15M Buy
34,788
+9,607
+38% +$320K ﹤0.01% 2175
2024
Q1 		$848K Buy
25,181
+2,667
+12% +$86.2K ﹤0.01% 2368
2023
Q4 		$721K Buy
22,514
+69
+0.3% +$2.04K ﹤0.01% 2410
2023
Q3 		$644K Buy
22,445
+1,736
+8% +$52.3K ﹤0.01% 2379
2023
Q2 		$631K Buy
20,709
+6,277
+43% +$191K ﹤0.01% 2428
2023
Q1 		$433 Buy
+14,432
New +$426K ﹤0.01% 2676

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