OIA
DFSI

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

OneDigital Investment 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 		$4.74M Sell
111,707
-607
-0.5% -$26.9K 0.05% 286
2025
Q4 		$4.81M Sell
112,314
-1,715
-2% -$71.4K 0.05% 280
2025
Q3 		$4.67M Sell
114,029
-1,227
-1% -$49.2K 0.05% 263
2025
Q2 		$4.54M Sell
115,256
-5,938
-5% -$221K 0.05% 257
2025
Q1 		$4.23M Buy
121,194
+7,492
+7% +$260K 0.05% 258
2024
Q4 		$3.74M Buy
113,702
+13,618
+14% +$464K 0.04% 291
2024
Q3 		$3.58M Buy
100,084
+15,860
+19% +$543K 0.04% 305
2024
Q2 		$2.77M Buy
84,224
+38,545
+84% +$1.28M 0.03% 346
2024
Q1 		$1.54M Buy
45,679
+22,652
+98% +$732K 0.02% 395
2023
Q4 		$738K Buy
+23,027
New +$679K 0.01% 575

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 $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $270M AUM 11.56% 1-Year Est. Return

OneDigital Investment Advisors's DFSI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.54% in Q1 2026, selling an estimated $26.9K and leaving 111,707 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #286.

OneDigital Investment Advisors first reported a position in DFSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.81M in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • OneDigital Investment Advisors held 111,707 shares of Dimensional International Sustainability Core 1 ETF worth $4.74M as of Q1 2026.
  • OneDigital Investment Advisors sold 607 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $26.9K.
  • Dimensional International Sustainability Core 1 ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q1 2026, its #286 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • OneDigital Investment Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $4.81M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.