JAA
DFSI

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
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
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

Joel Adams & Associates's DFSI Position: Q1 2026 in Review

Joel Adams & Associates increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 59% in Q1 2026, buying an estimated $214K and bringing the position to 13,031 shares worth $553K. The position accounts for 0.41% of the portfolio, ranked #37.

Joel Adams & Associates first reported a position in DFSI in Q4 2024 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Joel Adams & Associates held 13,031 shares of Dimensional International Sustainability Core 1 ETF worth $553K as of Q1 2026.
  • Joel Adams & Associates bought 4,838 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $214K.
  • Dimensional International Sustainability Core 1 ETF made up 0.41% of Joel Adams & Associates's portfolio in Q1 2026, its #37 holding.
  • Joel Adams & Associates first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.