IAG
DFSI

Investment Advisory Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Investment Advisory Group’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 		$520K Hold
12,274
– – 0.13% 108
2025
Q4 		$526K Hold
12,274
– – 0.14% 106
2025
Q3 		$503K Hold
12,274
– – 0.14% 107
2025
Q2 		$484K Hold
12,274
– – 0.15% 108
2025
Q1 		$428K Hold
12,274
– – 0.14% 106
2024
Q4 		$403K Hold
12,274
– – 0.14% 105
2024
Q3 		$439K Hold
12,274
– – 0.15% 105
2024
Q2 		$404K Hold
12,274
– – 0.16% 101
2024
Q1 		$413K Hold
12,274
– – 0.17% 96
2023
Q4 		$393K Hold
12,274
– – 0.18% 92
2023
Q3 		$352K Hold
12,274
– – 0.18% 90
2023
Q2 		$374K Hold
12,274
– – 0.19% 87
2023
Q1 		$369K Hold
12,274
– – 0.21% 85
2022
Q4 		$341K Buy
+12,274
New +$337K 0.21% 88

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 $539M 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

Investment Advisory Group's DFSI Position: Q1 2026 in Review

Investment Advisory Group held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 12,274 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #108.

Investment Advisory Group first reported a position in DFSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $526K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Investment Advisory Group held 12,274 shares of Dimensional International Sustainability Core 1 ETF worth $520K as of Q1 2026.
  • Investment Advisory Group left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of Investment Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Investment Advisory Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • Investment Advisory Group's Dimensional International Sustainability Core 1 ETF position peaked at $526K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.