Graves Light Lenhart Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Graves Light Lenhart Wealth’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 Q3	$202K	Sell	4,476 -1,574	-26%	-$72.8K	0.02%	190
2026 Q2	$273K	Buy	6,050 +54	+0.9%	+$2.43K	0.03%	171
2026 Q1	$254K	Hold	5,996	–	–	0.03%	168
2025 Q4	$257K	Hold	5,996	–	–	0.03%	164
2025 Q3	$246K	Hold	5,996	–	–	0.03%	168
2025 Q2	$236K	Hold	5,996	–	–	0.03%	170
2025 Q1	$209K	Buy	+5,996	New	+$208K	0.03%	176
2024 Q4	–	Sell	-5,996	Closed	-$214K	–	188
2024 Q3	$214K	Buy	+5,996	New	+$205K	0.03%	171
2024 Q2	–	Sell	-5,996	Closed	-$202K	–	184
2024 Q1	$202K	Buy	+5,996	New	+$194K	0.02%	177

Other funds holding DFSI

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Graves Light Lenhart Wealth's DFSI Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 26% in Q3 2026, selling an estimated $72.8K and leaving 4,476 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #190.

Graves Light Lenhart Wealth first reported a position in DFSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $273K in Q2 2026. 126 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Graves Light Lenhart Wealth held 4,476 shares of Dimensional International Sustainability Core 1 ETF worth $202K as of Q3 2026.
Graves Light Lenhart Wealth sold 1,574 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $72.8K.
Dimensional International Sustainability Core 1 ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #190 holding.
Graves Light Lenhart Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
Graves Light Lenhart Wealth's Dimensional International Sustainability Core 1 ETF position peaked at $273K in Q2 2026.
126 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.