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
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
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

Joel Adams & Associates's DFSI Position: Q2 2026 in Review

Joel Adams & Associates increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $6.52K and bringing the position to 13,176 shares worth $594K. The position accounts for 0.38% of the portfolio, ranked #38.

Joel Adams & Associates first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Joel Adams & Associates held 13,176 shares of Dimensional International Sustainability Core 1 ETF worth $594K as of Q2 2026.
  • Joel Adams & Associates bought 145 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.52K.
  • Dimensional International Sustainability Core 1 ETF made up 0.38% of Joel Adams & Associates's portfolio in Q2 2026, its #38 holding.
  • Joel Adams & Associates first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.