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Curio Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Curio Wealth’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 		– Sell
-2,806
Closed -$119K – 351
2026
Q1 		$119K Sell
2,806
-49
-2% -$2.17K 0.04% 94
2025
Q4 		$123K Buy
2,855
+49
+2% +$2.04K 0.04% 96
2025
Q3 		$115K Sell
2,806
-54
-2% -$2.16K 0.05% 92
2025
Q2 		$113K Buy
2,860
+2,856
+71,400% +$106K 0.05% 96
2025
Q1 		$89.7K Sell
4
-2,728
-100% -$94.6K 0.05% 103
2024
Q4 		$89.7K Buy
+2,732
New +$93K 0.05% 99

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

Curio Wealth's DFSI Position: Q2 2026 in Review

Curio Wealth sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026, closing a stake of 2,806 shares — an estimated $119K sold.

Curio Wealth first reported a position in DFSI in Q4 2024 and held it in 6 quarters. The position peaked at $123K in Q4 2025. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Curio Wealth reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2,806 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $119K.
  • Curio Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Dimensional International Sustainability Core 1 ETF position peaked at $123K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.