Focus Partners Wealth
DFSI

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

Focus Partners Wealth’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 		$55M Buy
1,218,472
+53,576
+5% +$2.41M 0.06% 296
2026
Q1 		$50.8M Sell
1,164,896
-2,015
-0.2% -$89.3K 0.06% 285
2025
Q4 		$50M Sell
1,166,911
-14,470
-1% -$602K 0.06% 287
2025
Q3 		$48.4M Buy
1,181,381
+29,171
+3% +$1.17M 0.08% 216
2025
Q2 		$45.4M Buy
1,152,210
+531,229
+86% +$19.7M 0.1% 195
2025
Q1 		$21.7M Buy
620,981
+594,719
+2,265% +$20.6M 0.05% 312
2024
Q4 		$863K Buy
26,262
+10
+0% +$340 ﹤0.01% 1105
2024
Q3 		$938K Buy
+26,252
New +$898K ﹤0.01% 959

Other funds holding DFSI

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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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

Focus Partners Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.6% in Q2 2026, buying an estimated $2.41M and bringing the position to 1,218,472 shares worth $55M. The position accounts for 0.06% of the portfolio, ranked #296.

Focus Partners Wealth first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Focus Partners Wealth held 1,218,472 shares of Dimensional International Sustainability Core 1 ETF worth $55M as of Q2 2026.
  • Focus Partners Wealth bought 53,576 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.41M.
  • Dimensional International Sustainability Core 1 ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #296 holding.
  • Focus Partners Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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