Forum Financial Management
DFSI icon

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
Q3 		$12.4M Buy
274,694
+5,493
+2% +$254K 0.16% 32
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 		$9.9M 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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Forum Financial Management's DFSI Position: Q3 2026 in Review

Forum Financial Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2% in Q3 2026, buying an estimated $254K and bringing the position to 274,694 shares worth $12.4M. 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 16 quarters since. 109 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Forum Financial Management held 274,694 shares of Dimensional International Sustainability Core 1 ETF worth $12.4M as of Q3 2026.
  • Forum Financial Management bought 5,493 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $254K.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Forum Financial Management's portfolio in Q3 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 16 quarters since.
  • 109 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.