NW
DFSI

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

NewEdge Wealth’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 		$234K Hold
5,182
– – ﹤0.01% 1129
2026
Q1 		$220K Buy
+5,182
New +$230K ﹤0.01% 1062

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 Wealth's DFSI Position: Q2 2026 in Review

NewEdge Wealth held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 5,182 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

NewEdge Wealth first reported a position in DFSI in Q1 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • NewEdge Wealth held 5,182 shares of Dimensional International Sustainability Core 1 ETF worth $234K as of Q2 2026.
  • NewEdge Wealth left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1129 holding.
  • NewEdge Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.