DiNuzzo Private Wealth
DFSI icon

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

DiNuzzo Private 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
Q3 		$1.3M Buy
28,734
+176
+0.6% +$8.14K 0.13% 34
2026
Q2 		$1.29M Sell
28,558
-21
-0.1% -$944 0.13% 34
2026
Q1 		$1.21M Buy
28,579
+1,304
+5% +$57.8K 0.13% 36
2025
Q4 		$1.17M Sell
27,275
-1,931
-7% -$80.4K 0.13% 35
2025
Q3 		$1.18M Sell
29,206
-780
-3% -$31.3K 0.13% 34
2025
Q2 		$1.18M Buy
29,986
+116
+0.4% +$4.31K 0.14% 35
2025
Q1 		$1.04M Sell
29,870
-394
-1% -$13.7K 0.13% 35
2024
Q4 		$994K Buy
30,264
+961
+3% +$32.7K 0.13% 36
2024
Q3 		$1.05M Buy
29,303
+377
+1% +$12.9K 0.13% 36
2024
Q2 		$953K Sell
28,926
-821
-3% -$27.4K 0.13% 32
2024
Q1 		$1M Buy
29,747
+222
+0.8% +$7.18K 0.14% 32
2023
Q4 		$946K Buy
+29,525
New +$871K 0.13% 32

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

DiNuzzo Private Wealth's DFSI Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.62% in Q3 2026, buying an estimated $8.14K and bringing the position to 28,734 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #34.

DiNuzzo Private Wealth first reported a position in DFSI in Q4 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • DiNuzzo Private Wealth held 28,734 shares of Dimensional International Sustainability Core 1 ETF worth $1.3M as of Q3 2026.
  • DiNuzzo Private Wealth bought 176 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $8.14K.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #34 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
  • 39 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.