HFS
DFSI

Heritage Financial Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Heritage Financial 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
2025
Q4 		$7.65M Buy
178,466
+6,616
+4% +$275K 0.64% 13
2025
Q3 		$7.04M Sell
171,850
-1,526
-0.9% -$61.2K 0.63% 14
2025
Q2 		$6.83M Buy
173,376
+1,194
+0.7% +$44.4K 0.66% 13
2025
Q1 		$6.01M Sell
172,182
-5,514
-3% -$191K 0.59% 13
2024
Q4 		$5.84M Buy
177,696
+11,828
+7% +$403K 0.78% 12
2024
Q3 		$5.93M Buy
165,868
+4,265
+3% +$146K 0.79% 12
2024
Q2 		$5.32M Sell
161,603
-29
-0% -$966 0.76% 12
2024
Q1 		$5.44M Buy
161,632
+39,397
+32% +$1.27M 0.81% 12
2023
Q4 		$3.92M Buy
122,235
+3,931
+3% +$116K 0.67% 13
2023
Q3 		$3.4M Buy
118,304
+2,484
+2% +$74.8K 0.66% 13
2023
Q2 		$3.53M Buy
115,820
+29,897
+35% +$910K 0.71% 13
2023
Q1 		$2.58M Sell
85,923
-309
-0.4% -$9.12K 0.56% 14
2022
Q4 		$2.4M Buy
+86,232
New +$2.37M 0.61% 14

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
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

Heritage Financial Services's DFSI Position: Q4 2025 in Review

Heritage Financial Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.8% in Q4 2025, buying an estimated $275K and bringing the position to 178,466 shares worth $7.65M. The position accounts for 0.64% of the portfolio, ranked #13.

Heritage Financial Services first reported a position in DFSI in Q4 2022 and has held it in 13 quarters since. 215 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • Heritage Financial Services held 178,466 shares of Dimensional International Sustainability Core 1 ETF worth $7.65M as of Q4 2025.
  • Heritage Financial Services bought 6,616 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $275K.
  • Dimensional International Sustainability Core 1 ETF made up 0.64% of Heritage Financial Services's portfolio in Q4 2025, its #13 holding.
  • Heritage Financial Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.