MWM
DFSI

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

Mission 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
Q1 		$255K Buy
6,008
+1,050
+21% +$46.5K 0.01% 648
2025
Q4 		$212K Buy
+4,958
New +$206K ﹤0.01% 686

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Mission Wealth Management's DFSI Position: Q1 2026 in Review

Mission Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 21% in Q1 2026, buying an estimated $46.5K and bringing the position to 6,008 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #648.

Mission Wealth Management first reported a position in DFSI in Q4 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Mission Wealth Management held 6,008 shares of Dimensional International Sustainability Core 1 ETF worth $255K as of Q1 2026.
  • Mission Wealth Management bought 1,050 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $46.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #648 holding.
  • Mission Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.