LAMNM
DFSI

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

Longview Asset Management (New Mexico)’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
Q4 		$18.2M Sell
423,719
-16,776
-4% -$698K 12.66% 2
2025
Q3 		$18M Buy
440,495
+10,734
+2% +$430K 12.45% 2
2025
Q2 		$16.9M Buy
429,761
+4,087
+1% +$152K 12.8% 2
2025
Q1 		$14.9M Buy
425,674
+32,149
+8% +$1.12M 12.74% 2
2024
Q4 		$12.9M Buy
+393,525
New +$13.4M 11.27% 2

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 $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Longview Asset Management (New Mexico)'s DFSI Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.8% in Q4 2025, selling an estimated $698K and leaving 423,719 shares worth $18.2M. The position accounts for 12.66% of the portfolio, ranked #2.

Longview Asset Management (New Mexico) first reported a position in DFSI in Q4 2024 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • Longview Asset Management (New Mexico) held 423,719 shares of Dimensional International Sustainability Core 1 ETF worth $18.2M as of Q4 2025.
  • Longview Asset Management (New Mexico) sold 16,776 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $698K.
  • Dimensional International Sustainability Core 1 ETF made up 12.66% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #2 holding.
  • Longview Asset Management (New Mexico) first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.