Mills Wealth Advisors
DFSI icon

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
Q3 		$708K Buy
15,669
+496
+3% +$22.9K 0.22% 41
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Mills Wealth Advisors's DFSI Position: Q3 2026 in Review

Mills Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.3% in Q3 2026, buying an estimated $22.9K and bringing the position to 15,669 shares worth $708K. The position accounts for 0.22% of the portfolio, ranked #41.

Mills Wealth Advisors first reported a position in DFSI in Q1 2024 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Mills Wealth Advisors held 15,669 shares of Dimensional International Sustainability Core 1 ETF worth $708K as of Q3 2026.
  • Mills Wealth Advisors bought 496 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $22.9K.
  • Dimensional International Sustainability Core 1 ETF made up 0.22% of Mills Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Mills Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.