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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
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 $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 $538M 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