Hutchinson Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Hutchinson Capital Management’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	$1.95M	Buy	45,887 +151	+0.3%	+$6.69K	0.36%	41
2025 Q4	$1.96M	Hold	45,736	–	–	0.34%	39
2025 Q3	$1.87M	Hold	45,736	–	–	0.32%	42
2025 Q2	$1.8M	Hold	45,736	–	–	0.33%	38
2025 Q1	$1.6M	Hold	45,736	–	–	0.3%	40
2024 Q4	$1.5M	Hold	45,736	–	–	0.28%	43
2024 Q3	$1.63M	Hold	45,736	–	–	0.31%	40
2024 Q2	$1.51M	Hold	45,736	–	–	0.31%	39
2024 Q1	$1.54M	Buy	45,736 +2,306	+5%	+$74.5K	0.31%	38
2023 Q4	$1.39M	Buy	43,430 +9,587	+28%	+$283K	0.3%	40
2023 Q3	$972K	Hold	33,843	–	–	0.23%	45
2023 Q2	$1.03M	Buy	33,843 +6,116	+22%	+$186K	0.24%	45
2023 Q1	$833K	Buy	+27,727	New	+$818K	0.22%	38

Other funds holding DFSI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

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

Francis Financial $538M AUM 14.16% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return