FWP
DFSI

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

Family 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 		$507K Buy
11,250
+275
+3% +$12.4K 0.16% 62
2026
Q1 		$465K Buy
10,975
+3,439
+46% +$152K 0.16% 63
2025
Q4 		$323K Buy
7,536
+432
+6% +$18K 0.12% 66
2025
Q3 		$291K Buy
7,104
+395
+6% +$15.8K 0.11% 63
2025
Q2 		$264K Sell
6,709
-284
-4% -$10.6K 0.11% 57
2025
Q1 		$244K Buy
6,993
+377
+6% +$13.1K 0.11% 45
2024
Q4 		$217K Buy
6,616
+83
+1% +$2.83K 0.1% 41
2024
Q3 		$233K Buy
6,533
+80
+1% +$2.74K 0.12% 42
2024
Q2 		$213K Buy
+6,453
New +$215K 0.11% 41

Other funds holding DFSI

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Family Wealth Partners's DFSI Position: Q2 2026 in Review

Family Wealth Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,250 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #62.

Family Wealth Partners first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Family Wealth Partners held 11,250 shares of Dimensional International Sustainability Core 1 ETF worth $507K as of Q2 2026.
  • Family Wealth Partners bought 275 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $12.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Family Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Family Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.