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 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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return