Joel Adams & Associates’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Joel Adams & Associates’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 Q3	$601K	Buy	13,301 +125	+0.9%	+$5.78K	0.38%	39
2026 Q2	$594K	Buy	13,176 +145	+1%	+$6.52K	0.38%	38
2026 Q1	$553K	Buy	13,031 +4,838	+59%	+$214K	0.41%	37
2025 Q4	$351K	Buy	8,193 +306	+4%	+$12.7K	0.26%	49
2025 Q3	$323K	Buy	7,887 +579	+8%	+$23.2K	0.26%	50
2025 Q2	$288K	Sell	7,308 -121	-2%	-$4.5K	0.25%	49
2025 Q1	$259K	Buy	7,429 +98	+1%	+$3.4K	0.23%	54
2024 Q4	$241K	Buy	+7,331	New	+$250K	0.22%	52

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Joel Adams & Associates's DFSI Position: Q3 2026 in Review

Joel Adams & Associates increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.95% in Q3 2026, buying an estimated $5.78K and bringing the position to 13,301 shares worth $601K. The position accounts for 0.38% of the portfolio, ranked #39.

Joel Adams & Associates first reported a position in DFSI in Q4 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Joel Adams & Associates held 13,301 shares of Dimensional International Sustainability Core 1 ETF worth $601K as of Q3 2026.
Joel Adams & Associates bought 125 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $5.78K.
Dimensional International Sustainability Core 1 ETF made up 0.38% of Joel Adams & Associates's portfolio in Q3 2026, its #39 holding.
Joel Adams & Associates first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Joel Adams & Associates's 13F filing for Q3 2026, filed 2 Nov 2026.