GWS
DFSI

Glassman Wealth Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Glassman Wealth Services’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 		$532K Buy
12,547
+949
+8% +$42K 0.07% 43
2025
Q4 		$497K Sell
11,598
-228
-2% -$9.49K 0.07% 50
2025
Q3 		$484K Buy
11,826
+2,716
+30% +$109K 0.07% 46
2025
Q2 		$359K Buy
9,110
+5,088
+127% +$189K 0.06% 54
2025
Q1 		$140K Buy
4,022
+818
+26% +$28.4K 0.02% 78
2024
Q4 		$105K Buy
3,204
+217
+7% +$7.39K 0.02% 83
2024
Q3 		$107K Buy
2,987
+91
+3% +$3.11K 0.02% 86
2024
Q2 		$95.4K Sell
2,896
-1,089
-27% -$36.3K 0.02% 94
2024
Q1 		$134K Buy
3,985
+641
+19% +$20.7K 0.03% 77
2023
Q4 		$107K Buy
3,344
+265
+9% +$7.82K 0.02% 286
2023
Q3 		$88.4K Buy
3,079
+643
+26% +$19.4K 0.01% 300
2023
Q2 		$74.2K Hold
2,436
– – 0.01% 320
2023
Q1 		$73.2K Hold
2,436
– – 0.01% 322
2022
Q4 		$67.7K Buy
+2,436
New +$67K 0.01% 348

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 $276M AUM 20.55% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return