CMP
DFSI

Coston McIsaac & Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Coston McIsaac & Partners’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 		$154K Buy
3,424
+19
+0.6% +$854 0.03% 185
2026
Q1 		$144K Buy
3,405
+4
+0.1% +$177 0.03% 185
2025
Q4 		$145K Buy
3,401
+8
+0.2% +$333 0.03% 179
2025
Q3 		$138K Buy
3,393
+88
+3% +$3.53K 0.03% 185
2025
Q2 		$130K Hold
3,305
– – 0.03% 179
2025
Q1 		$115K Buy
3,305
+1,467
+80% +$50.9K 0.03% 174
2024
Q4 		$60K Buy
+1,838
New +$62.6K 0.02% 253

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

Coston McIsaac & Partners's DFSI Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.56% in Q2 2026, buying an estimated $854 and bringing the position to 3,424 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #185.

Coston McIsaac & Partners first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Coston McIsaac & Partners held 3,424 shares of Dimensional International Sustainability Core 1 ETF worth $154K as of Q2 2026.
  • Coston McIsaac & Partners bought 19 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $854.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Coston McIsaac & Partners's portfolio in Q2 2026, its #185 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.