FFM
DFSI

Forum Financial Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Forum Financial 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
Q1 		$11.2M Sell
263,782
-22,096
-8% -$979K 0.16% 34
2025
Q4 		$12.2M Sell
285,878
-1,069
-0.4% -$44.5K 0.16% 36
2025
Q3 		$11.8M Sell
286,947
-2,162
-0.7% -$86.6K 0.16% 34
2025
Q2 		$11.4M Sell
289,109
-9,110
-3% -$338K 0.17% 31
2025
Q1 		$10.4M Sell
298,219
-2,894
-1% -$100K 0.17% 35
2024
Q4 		$9.89M Buy
301,113
+16,592
+6% +$565K 0.16% 35
2024
Q3 		$10.2M Buy
284,521
+6,222
+2% +$213K 0.17% 35
2024
Q2 		$9.17M Buy
278,299
+16,439
+6% +$548K 0.17% 33
2024
Q1 		$8.82M Buy
261,860
+20,614
+9% +$666K 0.15% 39
2023
Q4 		$7.73M Buy
241,246
+115,108
+91% +$3.4M 0.15% 37
2023
Q3 		$3.62M Buy
126,138
+78,889
+167% +$2.38M 0.08% 52
2023
Q2 		$1.44M Buy
47,249
+29,729
+170% +$905K 0.03% 115
2023
Q1 		$526K Buy
17,520
+8,825
+101% +$260K 0.02% 252
2022
Q4 		$242K Buy
+8,695
New +$239K 0.01% 472

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