Longview Asset Management (California)’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Longview Asset Management (California)’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	$1.45M	Sell	32,181 -469	-1%	-$21.1K	0.72%	17
2026 Q1	$1.38M	Buy	32,650 +2,559	+9%	+$113K	0.75%	17
2025 Q4	$1.29M	Buy	30,091 +504	+2%	+$21K	0.71%	18
2025 Q3	$1.21M	Buy	29,587 +4,871	+20%	+$195K	0.7%	18
2025 Q2	$974K	Buy	24,716 +4,084	+20%	+$152K	0.61%	20
2025 Q1	$720K	Buy	20,632 +758	+4%	+$26.3K	0.48%	22
2024 Q4	$653K	Buy	+19,874	New	+$676K	0.44%	23

Other funds holding DFSI

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return