OCM
DFSI

Orion Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Orion Capital Management’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 		$263K Buy
5,830
+107
+2% +$4.81K 0.08% 138
2026
Q1 		$243K Sell
5,723
-1,238
-18% -$54.8K 0.08% 128
2025
Q4 		$298K Buy
6,961
+69
+1% +$2.87K 0.1% 118
2025
Q3 		$282K Buy
6,892
+12
+0.2% +$481 0.1% 126
2025
Q2 		$271K Sell
6,880
-344
-5% -$12.8K 0.1% 112
2025
Q1 		$252K Sell
7,224
-778
-10% -$27K 0.11% 108
2024
Q4 		$263K Buy
8,002
+346
+5% +$11.8K 0.12% 104
2024
Q3 		$274K Buy
7,656
+52
+0.7% +$1.78K 0.13% 101
2024
Q2 		$250K Sell
7,604
-2,180
-22% -$72.6K 0.13% 99
2024
Q1 		$329K Buy
9,784
+435
+5% +$14.1K 0.18% 84
2023
Q4 		$299K Buy
9,349
+331
+4% +$9.76K 0.18% 88
2023
Q3 		$259K Buy
+9,018
New +$272K 0.17% 99

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

Orion Capital Management's DFSI Position: Q2 2026 in Review

Orion Capital Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.9% in Q2 2026, buying an estimated $4.81K and bringing the position to 5,830 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #138.

Orion Capital Management first reported a position in DFSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $329K in Q1 2024. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Orion Capital Management held 5,830 shares of Dimensional International Sustainability Core 1 ETF worth $263K as of Q2 2026.
  • Orion Capital Management bought 107 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.81K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Orion Capital Management's portfolio in Q2 2026, its #138 holding.
  • Orion Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • Orion Capital Management's Dimensional International Sustainability Core 1 ETF position peaked at $329K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.