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 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 $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Francis Financial $539M 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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Delap Wealth Advisory's DFSI Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 10,255 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #59.

Delap Wealth Advisory first reported a position in DFSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $623K in Q1 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

Delap Wealth Advisory held 10,255 shares of Dimensional International Sustainability Core 1 ETF worth $435K as of Q1 2026.
Delap Wealth Advisory left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
Dimensional International Sustainability Core 1 ETF made up 0.16% of Delap Wealth Advisory's portfolio in Q1 2026, its #59 holding.
Delap Wealth Advisory first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
Delap Wealth Advisory's Dimensional International Sustainability Core 1 ETF position peaked at $623K in Q1 2025.
227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.