Frank Rimerman Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Frank Rimerman Advisors’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	–	Sell	-8,316	Closed	-$356K	–	605
2025 Q4	$356K	Hold	8,316	–	–	0.02%	464
2025 Q3	$341K	Hold	8,316	–	–	0.02%	458
2025 Q2	$328K	Hold	8,316	–	–	0.02%	435
2025 Q1	$290K	Hold	8,316	–	–	0.02%	412
2024 Q4	$273K	Hold	8,316	–	–	0.02%	434
2024 Q3	$297K	Hold	8,316	–	–	0.02%	424
2024 Q2	$274K	Hold	8,316	–	–	0.02%	463
2024 Q1	$280K	Hold	8,316	–	–	0.05%	92
2023 Q4	$266K	Hold	8,316	–	–	0.06%	91
2023 Q3	$239K	Buy	+8,316	New	+$250K	0.06%	89

Other funds holding DFSI

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

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Francis Financial $539M 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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Frank Rimerman Advisors's DFSI Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2026, closing a stake of 8,316 shares — an estimated $356K sold.

Frank Rimerman Advisors first reported a position in DFSI in Q3 2023 and held it in 10 quarters. The position peaked at $356K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

Frank Rimerman Advisors reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 8,316 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $356K.
Frank Rimerman Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and held it in 10 quarters.
Frank Rimerman Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $356K in Q4 2025.
227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.