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
Q2 		$12.1M Buy
269,201
+5,419
+2% +$244K 0.16% 32
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 $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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Forum Financial Management's DFSI Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.1% in Q2 2026, buying an estimated $244K and bringing the position to 269,201 shares worth $12.1M. The position accounts for 0.16% of the portfolio, ranked #32.

Forum Financial Management first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q4 2025. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Forum Financial Management held 269,201 shares of Dimensional International Sustainability Core 1 ETF worth $12.1M as of Q2 2026.
  • Forum Financial Management bought 5,419 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $244K.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Forum Financial Management's portfolio in Q2 2026, its #32 holding.
  • Forum Financial Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Forum Financial Management's Dimensional International Sustainability Core 1 ETF position peaked at $12.2M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.