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

Delap Wealth Advisory’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	$459K	Sell	10,179 -76	-0.7%	-$3.42K	0.16%	58
2026 Q1	$435K	Hold	10,255	–	–	0.16%	59
2025 Q4	$439K	Hold	10,255	–	–	0.17%	63
2025 Q3	$423K	Hold	10,255	–	–	0.18%	57
2025 Q2	$404K	Sell	10,255 -7,604	-43%	-$282K	0.19%	52
2025 Q1	$623K	Hold	17,859	–	–	0.35%	40
2024 Q4	$587K	Buy	17,859 +8,714	+95%	+$297K	0.35%	37
2024 Q3	$327K	Buy	+9,145	New	+$313K	0.21%	43

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Delap Wealth Advisory's DFSI Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.74% in Q2 2026, selling an estimated $3.42K and leaving 10,179 shares worth $459K. The position accounts for 0.16% of the portfolio, ranked #58.

Delap Wealth Advisory first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $623K in Q1 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Delap Wealth Advisory held 10,179 shares of Dimensional International Sustainability Core 1 ETF worth $459K as of Q2 2026.
Delap Wealth Advisory sold 76 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.42K.
Dimensional International Sustainability Core 1 ETF made up 0.16% of Delap Wealth Advisory's portfolio in Q2 2026, its #58 holding.
Delap Wealth Advisory first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
Delap Wealth Advisory's Dimensional International Sustainability Core 1 ETF position peaked at $623K in Q1 2025.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.