HighTower Advisors
DFSI

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
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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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