MWA
DFSI

Mills Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Mills Wealth Advisors’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 		$684K Buy
15,173
+4,651
+44% +$209K 0.22% 40
2026
Q1 		$446K Buy
10,522
+3,636
+53% +$161K 0.16% 46
2025
Q4 		$295K Buy
6,886
+215
+3% +$8.95K 0.12% 55
2025
Q3 		$273K Hold
6,671
– – 0.11% 59
2025
Q2 		$263K Sell
6,671
-27
-0.4% -$1K 0.12% 56
2025
Q1 		$234K Sell
6,698
-3
-0% -$104 0.12% 57
2024
Q4 		$220K Buy
6,701
+3
+0% +$102 0.13% 58
2024
Q3 		$239K Buy
6,698
+87
+1% +$2.98K 0.16% 49
2024
Q2 		$218K Buy
6,611
+15
+0.2% +$500 0.16% 49
2024
Q1 		$222K Buy
+6,596
New +$213K 0.16% 48

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Mills Wealth Advisors's DFSI Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 44% in Q2 2026, buying an estimated $209K and bringing the position to 15,173 shares worth $684K. The position accounts for 0.22% of the portfolio, ranked #40.

Mills Wealth Advisors first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Mills Wealth Advisors held 15,173 shares of Dimensional International Sustainability Core 1 ETF worth $684K as of Q2 2026.
  • Mills Wealth Advisors bought 4,651 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $209K.
  • Dimensional International Sustainability Core 1 ETF made up 0.22% of Mills Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Mills Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.