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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return