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 Q3	$846K	Sell	18,720 -31,390	-63%	-$1.45M	0.01%	400
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's DFSI Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 63% in Q3 2026, selling an estimated $1.45M and leaving 18,720 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #400.

Mission Wealth Management first reported a position in DFSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q2 2026. 77 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Mission Wealth Management held 18,720 shares of Dimensional International Sustainability Core 1 ETF worth $846K as of Q3 2026.
Mission Wealth Management sold 31,390 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.45M.
Dimensional International Sustainability Core 1 ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #400 holding.
Mission Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 4 quarters since.
Mission Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $2.26M in Q2 2026.
77 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.