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

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

JFS Wealth Advisors's DFSI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 16% in Q2 2026, selling an estimated $8.32K and leaving 948 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

JFS Wealth Advisors first reported a position in DFSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $68.8K in Q1 2024. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • JFS Wealth Advisors held 948 shares of Dimensional International Sustainability Core 1 ETF worth $42.8K as of Q2 2026.
  • JFS Wealth Advisors sold 185 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $8.32K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #584 holding.
  • JFS Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • JFS Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $68.8K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.