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
Q2 		$693K Buy
15,370
+2,823
+22% +$127K 0.08% 39
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 $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

Glassman Wealth Services's DFSI Position: Q2 2026 in Review

Glassman Wealth Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 22% in Q2 2026, buying an estimated $127K and bringing the position to 15,370 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #39.

Glassman Wealth Services first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Glassman Wealth Services held 15,370 shares of Dimensional International Sustainability Core 1 ETF worth $693K as of Q2 2026.
  • Glassman Wealth Services bought 2,823 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $127K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Glassman Wealth Services's portfolio in Q2 2026, its #39 holding.
  • Glassman Wealth Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.