EFP
DFSI

EnRich Financial Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

EnRich Financial 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
Q1 		$500K Sell
11,791
-124
-1% -$5.49K 0.13% 38
2025
Q4 		$510K Sell
11,915
-37
-0.3% -$1.54K 0.14% 36
2025
Q3 		$489K Buy
11,952
+68
+0.6% +$2.73K 0.14% 39
2025
Q2 		$468K Buy
11,884
+3,329
+39% +$124K 0.14% 36
2025
Q1 		$298K Sell
8,555
-981
-10% -$34K 0.1% 44
2024
Q4 		$313K Buy
9,536
+117
+1% +$3.98K 0.1% 42
2024
Q3 		$337K Buy
9,419
+489
+5% +$16.7K 0.11% 41
2024
Q2 		$294K Sell
8,930
-231
-3% -$7.7K 0.11% 41
2024
Q1 		$308K Buy
9,161
+277
+3% +$8.96K 0.12% 36
2023
Q4 		$285K Buy
+8,884
New +$262K 0.12% 37

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

EnRich Financial Partners's DFSI Position: Q1 2026 in Review

EnRich Financial Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1% in Q1 2026, selling an estimated $5.49K and leaving 11,791 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #38.

EnRich Financial Partners first reported a position in DFSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $510K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • EnRich Financial Partners held 11,791 shares of Dimensional International Sustainability Core 1 ETF worth $500K as of Q1 2026.
  • EnRich Financial Partners sold 124 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $5.49K.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of EnRich Financial Partners's portfolio in Q1 2026, its #38 holding.
  • EnRich Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • EnRich Financial Partners's Dimensional International Sustainability Core 1 ETF position peaked at $510K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.