OMC
DFSI

Old Mission Capital’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Old Mission Capital’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
2025
Q3 		– Sell
-54,639
Closed -$2.15M – 1088
2025
Q2 		$2.15M Sell
54,639
-129,170
-70% -$4.8M 0.04% 214
2025
Q1 		$6.41M Buy
+183,809
New +$6.38M 0.08% 99
2024
Q4 		– Sell
-35,660
Closed -$1.27M – 973
2024
Q3 		$1.27M Buy
+35,660
New +$1.22M 0.02% 416
2024
Q2 		– Sell
-206,594
Closed -$6.96M – 1376
2024
Q1 		$6.96M Buy
206,594
+47,127
+30% +$1.52M 0.12% 140
2023
Q4 		$5.11M Buy
159,467
+39,004
+32% +$1.15M 0.09% 181
2023
Q3 		$3.46M Buy
+120,463
New +$3.63M 0.08% 207
2023
Q2 		– Sell
-153,142
Closed -$4.6M – 1340
2023
Q1 		$4.6M Buy
+153,142
New +$4.52M 0.09% 148

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Old Mission Capital's DFSI Position: Q3 2025 in Review

Old Mission Capital sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2025, closing a stake of 54,639 shares — an estimated $2.15M sold.

Old Mission Capital first reported a position in DFSI in Q1 2023 and held it in 7 quarters. The position peaked at $6.96M in Q1 2024. 198 funds tracked by Wall St. Rank hold DFSI as of Q3 2025.

  • Old Mission Capital reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 54,639 Dimensional International Sustainability Core 1 ETF shares in Q3 2025, an estimated $2.15M.
  • Old Mission Capital first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and held it in 7 quarters.
  • Old Mission Capital's Dimensional International Sustainability Core 1 ETF position peaked at $6.96M in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.