FPAS
DFSI

Focus Partners Advisor Solutions’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Focus Partners Advisor Solutions’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 		$5.78M Buy
136,336
+4,908
+4% +$217K 0.06% 149
2025
Q4 		$5.63M Sell
131,428
-26,470
-17% -$1.1M 0.07% 132
2025
Q3 		$6.52M Buy
157,898
+53,796
+52% +$2.16M 0.07% 139
2025
Q2 		$4.1M Buy
104,102
+1,002
+1% +$37.2K 0.05% 165
2025
Q1 		$3.6M Buy
103,100
+21,392
+26% +$742K 0.05% 166
2024
Q4 		$2.68M Buy
81,708
+20,290
+33% +$691K 0.05% 180
2024
Q3 		$2.19M Buy
61,418
+16,495
+37% +$564K 0.05% 188
2024
Q2 		$1.48M Buy
44,923
+9,399
+26% +$313K 0.04% 195
2024
Q1 		$1.2M Sell
35,524
-7,138
-17% -$231K 0.03% 219
2023
Q4 		$1.37M Buy
42,662
+7,338
+21% +$216K 0.07% 134
2023
Q3 		$1.01M Buy
35,324
+3,806
+12% +$115K 0.05% 166
2023
Q2 		$960K Buy
31,518
+8,642
+38% +$263K 0.05% 141
2023
Q1 		$687K Buy
+22,876
New +$675K 0.04% 168

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 $538M 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