MWM
DFSI

Meritas Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Meritas Wealth Management’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 		$777K Sell
17,231
-24
-0.1% -$1.08K 0.3% 28
2026
Q1 		$732K Buy
17,255
+6,880
+66% +$305K 0.33% 29
2025
Q4 		$445K Buy
10,375
+451
+5% +$18.8K 0.21% 38
2025
Q3 		$406K Hold
9,924
– – 0.2% 39
2025
Q2 		$391K Hold
9,924
– – 0.22% 39
2025
Q1 		$346K Hold
9,924
– – 0.2% 38
2024
Q4 		$326K Buy
9,924
+966
+11% +$32.9K 0.2% 38
2024
Q3 		$320K Buy
+8,958
New +$306K 0.2% 38

Other funds holding DFSI

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Meritas Wealth Management's DFSI Position: Q2 2026 in Review

Meritas Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.14% in Q2 2026, selling an estimated $1.08K and leaving 17,231 shares worth $777K. The position accounts for 0.3% of the portfolio, ranked #28.

Meritas Wealth Management first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Meritas Wealth Management held 17,231 shares of Dimensional International Sustainability Core 1 ETF worth $777K as of Q2 2026.
  • Meritas Wealth Management sold 24 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.08K.
  • Dimensional International Sustainability Core 1 ETF made up 0.3% of Meritas Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Meritas Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 117 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.