PWM
DFSI

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

Parkworth Wealth 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
2025
Q2 		$63.6K Buy
1,613
+308
+24% +$11.4K 0.05% 94
2025
Q1 		$45.5K Buy
1,305
+11
+0.9% +$382 0.04% 94
2024
Q4 		$42.5K Buy
+1,294
New +$44K 0.04% 96

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Parkworth Wealth Management's DFSI Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 24% in Q2 2025, buying an estimated $11.4K and bringing the position to 1,613 shares worth $63.6K. The position accounts for 0.05% of the portfolio, ranked #94.

Parkworth Wealth Management first reported a position in DFSI in Q4 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

  • Parkworth Wealth Management held 1,613 shares of Dimensional International Sustainability Core 1 ETF worth $63.6K as of Q2 2025.
  • Parkworth Wealth Management bought 308 Dimensional International Sustainability Core 1 ETF shares in Q2 2025, an estimated $11.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.05% of Parkworth Wealth Management's portfolio in Q2 2025, its #94 holding.
  • Parkworth Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.