JWA
DFSI

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

JFS Wealth 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
Q2 		$42.8K Sell
948
-185
-16% -$8.32K ﹤0.01% 584
2026
Q1 		$48K Hold
1,133
– – ﹤0.01% 531
2025
Q4 		$48.5K Hold
1,133
– – ﹤0.01% 525
2025
Q3 		$46.4K Sell
1,133
-48
-4% -$1.92K ﹤0.01% 520
2025
Q2 		$46.5K Sell
1,181
-234
-17% -$8.69K ﹤0.01% 476
2025
Q1 		$49.4K Sell
1,415
-205
-13% -$7.11K ﹤0.01% 474
2024
Q4 		$53.2K Sell
1,620
-135
-8% -$4.59K ﹤0.01% 452
2024
Q3 		$62.7K Sell
1,755
-139
-7% -$4.75K ﹤0.01% 428
2024
Q2 		$62.4K Sell
1,894
-150
-7% -$5K ﹤0.01% 386
2024
Q1 		$68.8K Hold
2,044
– – 0.01% 381
2023
Q4 		$65.5K Hold
2,044
– – 0.01% 367
2023
Q3 		$58.7K Sell
2,044
-108
-5% -$3.25K 0.01% 355
2023
Q2 		$65.5K Buy
+2,152
New +$65.5K 0.01% 335

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return