MASECO Private Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

MASECO Private Wealth’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	$45.7M	Buy	1,012,064 +24,530	+2%	+$1.1M	1.28%	22
2026 Q1	$41.8M	Buy	987,534 +40,602	+4%	+$1.8M	1.31%	21
2025 Q4	$40.6M	Buy	946,932 +43,748	+5%	+$1.82M	1.77%	15
2025 Q3	$37M	Buy	903,184 +59,678	+7%	+$2.39M	1.79%	16
2025 Q2	$33.2M	Buy	+843,506	New	+$31.3M	1.26%	21

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

MASECO Private Wealth's DFSI Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.5% in Q2 2026, buying an estimated $1.1M and bringing the position to 1,012,064 shares worth $45.7M. The position accounts for 1.28% of the portfolio, ranked #22.

MASECO Private Wealth first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

MASECO Private Wealth held 1,012,064 shares of Dimensional International Sustainability Core 1 ETF worth $45.7M as of Q2 2026.
MASECO Private Wealth bought 24,530 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.1M.
Dimensional International Sustainability Core 1 ETF made up 1.28% of MASECO Private Wealth's portfolio in Q2 2026, its #22 holding.
MASECO Private Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.