GLLW
DFSI

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

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

Graves Light Lenhart Wealth's DFSI Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.9% in Q2 2026, buying an estimated $2.43K and bringing the position to 6,050 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #171.

Graves Light Lenhart Wealth first reported a position in DFSI in Q1 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Graves Light Lenhart Wealth held 6,050 shares of Dimensional International Sustainability Core 1 ETF worth $273K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 54 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.43K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #171 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.