DPW
DFSI

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
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

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

DiNuzzo Private Wealth's DFSI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.07% in Q2 2026, selling an estimated $944 and leaving 28,558 shares worth $1.29M. 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 11 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • DiNuzzo Private Wealth held 28,558 shares of Dimensional International Sustainability Core 1 ETF worth $1.29M as of Q2 2026.
  • DiNuzzo Private Wealth sold 21 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $944.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of DiNuzzo Private Wealth's portfolio in Q2 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 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.