EWP
DFSI

E-Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

E-Wealth Partners’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 		$392K Buy
8,695
+2,930
+51% +$132K 0.28% 38
2026
Q1 		$244K Buy
5,765
+2
+0% +$89 0.2% 55
2025
Q4 		$247K Buy
+5,763
New +$240K 0.21% 53

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

E-Wealth Partners's DFSI Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 51% in Q2 2026, buying an estimated $132K and bringing the position to 8,695 shares worth $392K. The position accounts for 0.28% of the portfolio, ranked #38.

E-Wealth Partners first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • E-Wealth Partners held 8,695 shares of Dimensional International Sustainability Core 1 ETF worth $392K as of Q2 2026.
  • E-Wealth Partners bought 2,930 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $132K.
  • Dimensional International Sustainability Core 1 ETF made up 0.28% of E-Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • E-Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.