HighTower Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

HighTower Advisors’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	$2.75M	Buy	60,803 +30,276	+99%	+$1.4M	﹤0.01%	1593
2026 Q2	$1.38M	Buy	30,527 +1,050	+4%	+$47.2K	﹤0.01%	2034
2026 Q1	$1.25M	Buy	29,477 +12,904	+78%	+$572K	﹤0.01%	2029
2025 Q4	$710K	Buy	16,573 +944	+6%	+$39.3K	﹤0.01%	2363
2025 Q3	$640K	Buy	15,629 +2,874	+23%	+$115K	﹤0.01%	2423
2025 Q2	$503K	Buy	12,755 +2,000	+19%	+$74.3K	﹤0.01%	2522
2025 Q1	$375K	Buy	10,755 +6	+0.1%	+$208	﹤0.01%	2687
2024 Q4	$353K	Sell	10,749 -1,048	-9%	-$35.7K	﹤0.01%	2755
2024 Q3	$420K	Buy	11,797 +9	+0.1%	+$308	﹤0.01%	2535
2024 Q2	$389K	Buy	11,788 +464	+4%	+$15.5K	﹤0.01%	2506
2024 Q1	$382K	Buy	11,324 +5	+0%	+$162	﹤0.01%	2489
2023 Q4	$362K	Buy	11,319 +3,392	+43%	+$100K	﹤0.01%	2571
2023 Q3	$228K	Buy	7,927 +688	+10%	+$20.7K	﹤0.01%	2810
2023 Q2	$221K	Hold	7,239	–	–	﹤0.01%	2790
2023 Q1	$218K	Buy	+7,239	New	+$214K	﹤0.01%	2695

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 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

Francis Financial $642M AUM 10.36% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 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

HighTower Advisors's DFSI Position: Q3 2026 in Review

HighTower Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 99% in Q3 2026, buying an estimated $1.4M and bringing the position to 60,803 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

HighTower Advisors first reported a position in DFSI in Q1 2023 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

HighTower Advisors held 60,803 shares of Dimensional International Sustainability Core 1 ETF worth $2.75M as of Q3 2026.
HighTower Advisors bought 30,276 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.4M.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1593 holding.
HighTower Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.