KP
DFSI

Keel Point’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Keel Point’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
2025
Q3 		– Sell
-11,560
Closed -$456K – 533
2025
Q2 		$456K Hold
11,560
– – 0.03% 317
2025
Q1 		$403K Buy
11,560
+357
+3% +$12.4K 0.03% 293
2024
Q4 		$368K Hold
11,203
– – 0.03% 288
2024
Q3 		$400K Hold
11,203
– – 0.03% 277
2024
Q2 		$375K Buy
+11,203
New +$373K 0.03% 285

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Keel Point's DFSI Position: Q3 2025 in Review

Keel Point sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2025, closing a stake of 11,560 shares — an estimated $456K sold.

Keel Point first reported a position in DFSI in Q2 2024 and held it in 5 quarters. The position peaked at $456K in Q2 2025. 198 funds tracked by Wall St. Rank hold DFSI as of Q3 2025.

  • Keel Point reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q3 2025 after selling out during the quarter.
  • Keel Point sold 11,560 Dimensional International Sustainability Core 1 ETF shares in Q3 2025, an estimated $456K.
  • Keel Point first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and held it in 5 quarters.
  • Keel Point's Dimensional International Sustainability Core 1 ETF position peaked at $456K in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2025.

Based on Keel Point's 13F filing for Q3 2025, filed 16 Dec 2025.