EWA
DFSI

EP Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

EP Wealth Advisors’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 		$19.2M Buy
426,228
+10,059
+2% +$452K 0.07% 187
2026
Q1 		$17.6M Buy
416,169
+410,593
+7,364% +$18.2M 0.09% 151
2025
Q4 		$239K Buy
+5,576
New +$232K ﹤0.01% 1273
2025
Q2 		$559K Sell
14,177
-9,521
-40% -$354K ﹤0.01% 741
2025
Q1 		$827K Sell
23,698
-14,066
-37% -$488K 0.01% 550
2024
Q4 		$1.24M Buy
+37,764
New +$1.29M 0.01% 445

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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

EP Wealth Advisors's DFSI Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.4% in Q2 2026, buying an estimated $452K and bringing the position to 426,228 shares worth $19.2M. The position accounts for 0.07% of the portfolio, ranked #187.

EP Wealth Advisors first reported a position in DFSI in Q4 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • EP Wealth Advisors held 426,228 shares of Dimensional International Sustainability Core 1 ETF worth $19.2M as of Q2 2026.
  • EP Wealth Advisors bought 10,059 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $452K.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • EP Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.