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
Q2 		$2.26M Buy
50,110
+44,102
+734% +$1.98M 0.03% 284
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Mission Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 734% in Q2 2026, buying an estimated $1.98M and bringing the position to 50,110 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #284.

Mission Wealth Management first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Mission Wealth Management held 50,110 shares of Dimensional International Sustainability Core 1 ETF worth $2.26M as of Q2 2026.
  • Mission Wealth Management bought 44,102 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.98M.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Mission Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.