MWG
DFSI

Martin Worley Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Martin Worley Group’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
Q2 		$2.32M Sell
58,836
-9,299
-14% -$345K 1.13% 30
2025
Q1 		$2.38M Buy
68,135
+21,237
+45% +$737K 1.36% 27
2024
Q4 		$1.54M Buy
+46,898
New +$1.6M 0.96% 33

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Martin Worley Group's DFSI Position: Q2 2025 in Review

Martin Worley Group reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 14% in Q2 2025, selling an estimated $345K and leaving 58,836 shares worth $2.32M. The position accounts for 1.13% of the portfolio, ranked #30.

Martin Worley Group first reported a position in DFSI in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2025. 191 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

  • Martin Worley Group held 58,836 shares of Dimensional International Sustainability Core 1 ETF worth $2.32M as of Q2 2025.
  • Martin Worley Group sold 9,299 Dimensional International Sustainability Core 1 ETF shares in Q2 2025, an estimated $345K.
  • Dimensional International Sustainability Core 1 ETF made up 1.13% of Martin Worley Group's portfolio in Q2 2025, its #30 holding.
  • Martin Worley Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's Dimensional International Sustainability Core 1 ETF position peaked at $2.38M in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.