Geometric Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Geometric Wealth 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 Q2	$291K	Buy	6,451 +76	+1%	+$3.42K	0.03%	78
2026 Q1	$270K	Sell	6,375 -3,496	-35%	-$155K	0.03%	75
2025 Q4	$423K	Buy	9,871 +51	+0.5%	+$2.12K	0.05%	59
2025 Q3	$402K	Sell	9,820 -1,388	-12%	-$55.6K	0.05%	63
2025 Q2	$442K	Sell	11,208 -2,286	-17%	-$84.9K	0.07%	50
2025 Q1	$471K	Buy	13,494 +34	+0.3%	+$1.18K	0.08%	46
2024 Q4	$442K	Buy	13,460 +2,108	+19%	+$71.7K	0.08%	45
2024 Q3	$406K	Buy	+11,352	New	+$388K	0.08%	48

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Geometric Wealth Advisors's DFSI Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.2% in Q2 2026, buying an estimated $3.42K and bringing the position to 6,451 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #78.

Geometric Wealth Advisors first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $471K in Q1 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Geometric Wealth Advisors held 6,451 shares of Dimensional International Sustainability Core 1 ETF worth $291K as of Q2 2026.
Geometric Wealth Advisors bought 76 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.42K.
Dimensional International Sustainability Core 1 ETF made up 0.03% of Geometric Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Geometric Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
Geometric Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $471K in Q1 2025.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.