Envestnet Asset Management
DFSI

Envestnet Asset Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Envestnet Asset 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
2026
Q2 		$442K Buy
9,808
+1,504
+18% +$67.6K ﹤0.01% 4174
2026
Q1 		$352K Buy
+8,304
New +$368K ﹤0.01% 4184
2025
Q4 		– Sell
-7,248
Closed -$297K – 4513
2025
Q3 		$297K Sell
7,248
-6,088
-46% -$244K ﹤0.01% 4086
2025
Q2 		$526K Buy
13,336
+6,641
+99% +$247K ﹤0.01% 3651
2025
Q1 		$234K Buy
+6,695
New +$232K ﹤0.01% 4062

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

Envestnet Asset Management's DFSI Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 18% in Q2 2026, buying an estimated $67.6K and bringing the position to 9,808 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #4174.

Envestnet Asset Management first reported a position in DFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $526K in Q2 2025. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Envestnet Asset Management held 9,808 shares of Dimensional International Sustainability Core 1 ETF worth $442K as of Q2 2026.
  • Envestnet Asset Management bought 1,504 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $67.6K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4174 holding.
  • Envestnet Asset Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Dimensional International Sustainability Core 1 ETF position peaked at $526K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.