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DFSI

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

NewEdge 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 		$904K Sell
20,043
-2,654
-12% -$119K ﹤0.01% 1728
2026
Q1 		$962K Hold
22,697
– – ﹤0.01% 1525
2025
Q4 		$972K Sell
22,697
-1,161
-5% -$48.3K ﹤0.01% 1506
2025
Q3 		$977K Sell
23,858
-33,926
-59% -$1.36M ﹤0.01% 1414
2025
Q2 		$2.28M Sell
57,784
-1,344
-2% -$49.9K 0.01% 875
2025
Q1 		$2.06M Sell
59,128
-40,446
-41% -$1.4M 0.01% 854
2024
Q4 		$3.27M Buy
99,574
+7,424
+8% +$253K 0.02% 632
2024
Q3 		$3.29M Buy
92,150
+2,901
+3% +$99.2K 0.02% 609
2024
Q2 		$2.94M Buy
89,249
+7,383
+9% +$246K 0.02% 614
2024
Q1 		$2.76M Buy
81,866
+5,690
+7% +$184K 0.02% 582
2023
Q4 		$2.39M Buy
76,176
+22,993
+43% +$678K 0.02% 606
2023
Q3 		$1.53M Buy
53,183
+16,695
+46% +$503K 0.02% 686
2023
Q2 		$1.11M Buy
36,488
+7,202
+25% +$219K 0.01% 813
2023
Q1 		$880K Buy
29,286
+20,944
+251% +$618K 0.01% 837
2022
Q4 		$232K Buy
+8,342
New +$229K 0.01% 1125

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

NewEdge Advisors's DFSI Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 12% in Q2 2026, selling an estimated $119K and leaving 20,043 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

NewEdge Advisors first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q3 2024. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • NewEdge Advisors held 20,043 shares of Dimensional International Sustainability Core 1 ETF worth $904K as of Q2 2026.
  • NewEdge Advisors sold 2,654 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $119K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1728 holding.
  • NewEdge Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $3.29M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.