DWM
DFSI

Diversify Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Diversify Wealth Management’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
2025
Q1 		– Sell
-9,364
Closed -$304K – 517
2024
Q4 		$304K Hold
9,364
– – 0.02% 431
2024
Q3 		$322K Sell
9,364
-835
-8% -$28.6K 0.03% 384
2024
Q2 		$326K Buy
+10,199
New +$340K 0.04% 345

Other funds holding DFSI

AC
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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Diversify Wealth Management's DFSI Position: Q1 2025 in Review

Diversify Wealth Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2025, closing a stake of 9,364 shares — an estimated $304K sold.

Diversify Wealth Management first reported a position in DFSI in Q2 2024 and held it in 3 quarters. The position peaked at $326K in Q2 2024. 181 funds tracked by Wall St. Rank hold DFSI as of Q1 2025.

  • Diversify Wealth Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 9,364 Dimensional International Sustainability Core 1 ETF shares in Q1 2025, an estimated $304K.
  • Diversify Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $326K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.