IWC
DFSI

Integrated Wealth Concepts’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Integrated Wealth Concepts’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 		$1.14K Buy
+25
New +$1.12K ﹤0.01% 5502

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

Integrated Wealth Concepts's DFSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 25 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #5502 among its holdings.

236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Integrated Wealth Concepts held 25 shares of Dimensional International Sustainability Core 1 ETF worth $1.14K as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5502 holding.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.