PFBT
DFSI

Parkside Financial Bank & Trust’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Parkside Financial Bank & Trust’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 		$1.67M Buy
39,371
+94
+0.2% +$4.16K 0.13% 112
2025
Q4 		$1.68M Sell
39,277
-2,111
-5% -$87.9K 0.13% 110
2025
Q3 		$1.69M Buy
41,388
+149
+0.4% +$5.97K 0.13% 105
2025
Q2 		$1.63M Buy
41,239
+527
+1% +$19.6K 0.18% 101
2025
Q1 		$1.42M Buy
40,712
+3,036
+8% +$105K 0.18% 101
2024
Q4 		$1.24M Buy
37,676
+234
+0.6% +$7.96K 0.16% 102
2024
Q3 		$1.34M Buy
37,442
+3,117
+9% +$107K 0.19% 93
2024
Q2 		$1.13M Buy
34,325
+443
+1% +$14.8K 0.18% 94
2024
Q1 		$1.14M Buy
33,882
+39
+0.1% +$1.26K 0.18% 95
2023
Q4 		$1.08M Buy
+33,843
New +$998K 0.2% 88

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