GWM
DFSI

Grand Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Grand Wealth 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
Q1 		$811K Buy
19,131
+1,882
+11% +$83.4K 0.38% 22
2025
Q4 		$739K Sell
17,249
-336
-2% -$14K 0.34% 23
2025
Q3 		$720K Buy
17,585
+2,719
+18% +$109K 0.35% 23
2025
Q2 		$586K Sell
14,866
-186
-1% -$6.91K 0.3% 24
2025
Q1 		$525K Sell
15,052
-401
-3% -$13.9K 0.29% 23
2024
Q4 		$508K Buy
15,453
+321
+2% +$10.9K 0.28% 24
2024
Q3 		$541K Sell
15,132
-674
-4% -$23.1K 0.31% 24
2024
Q2 		$521K Sell
15,806
-805
-5% -$26.8K 0.31% 24
2024
Q1 		$559K Sell
16,611
-1,110
-6% -$35.9K 0.27% 30
2023
Q4 		$568K Sell
17,721
-809
-4% -$23.9K 0.31% 27
2023
Q3 		$532K Sell
18,530
-4,604
-20% -$139K 0.33% 28
2023
Q2 		$704K Buy
23,134
+7,780
+51% +$237K 0.42% 25
2023
Q1 		$461K Buy
15,354
+280
+2% +$8.26K 0.28% 29
2022
Q4 		$419K Buy
+15,074
New +$414K 0.26% 30

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

Grand Wealth Management's DFSI Position: Q1 2026 in Review

Grand Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 11% in Q1 2026, buying an estimated $83.4K and bringing the position to 19,131 shares worth $811K. The position accounts for 0.38% of the portfolio, ranked #22.

Grand Wealth Management first reported a position in DFSI in Q4 2022 and has held it in 14 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Grand Wealth Management held 19,131 shares of Dimensional International Sustainability Core 1 ETF worth $811K as of Q1 2026.
  • Grand Wealth Management bought 1,882 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $83.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.38% of Grand Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Grand Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.