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
Q2 		$521K Sell
11,542
-249
-2% -$11.2K 0.12% 41
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 $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

EnRich Financial Partners's DFSI Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.1% in Q2 2026, selling an estimated $11.2K and leaving 11,542 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #41.

EnRich Financial Partners first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • EnRich Financial Partners held 11,542 shares of Dimensional International Sustainability Core 1 ETF worth $521K as of Q2 2026.
  • EnRich Financial Partners sold 249 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.2K.
  • Dimensional International Sustainability Core 1 ETF made up 0.12% of EnRich Financial Partners's portfolio in Q2 2026, its #41 holding.
  • EnRich Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.