PCM
DFSI

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

Passive 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
Q1 		$454K Hold
10,700
– – 0.14% 65
2025
Q4 		$458K Hold
10,700
– – 0.14% 64
2025
Q3 		$438K Hold
10,700
– – 0.14% 63
2025
Q2 		$421K Sell
10,700
-2,400
-18% -$89.2K 0.13% 61
2025
Q1 		$457K Hold
13,100
– – 0.14% 55
2024
Q4 		$430K Hold
13,100
– – 0.15% 48
2024
Q3 		$468K Hold
13,100
– – 0.16% 43
2024
Q2 		$432K Hold
13,100
– – 0.16% 44
2024
Q1 		$441K Hold
13,100
– – 0.17% 41
2023
Q4 		$420K Hold
13,100
– – 0.17% 41
2023
Q3 		$376K Hold
13,100
– – 0.17% 42
2023
Q2 		$399K Hold
13,100
– – 0.17% 40
2023
Q1 		$394K Hold
13,100
– – 0.17% 40
2022
Q4 		$364K Buy
+13,100
New +$360K 0.17% 39

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 $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

Passive Capital Management's DFSI Position: Q1 2026 in Review

Passive Capital Management held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 10,700 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #65.

Passive Capital Management first reported a position in DFSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $468K in Q3 2024. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Passive Capital Management held 10,700 shares of Dimensional International Sustainability Core 1 ETF worth $454K as of Q1 2026.
  • Passive Capital Management left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Passive Capital Management's portfolio in Q1 2026, its #65 holding.
  • Passive Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • Passive Capital Management's Dimensional International Sustainability Core 1 ETF position peaked at $468K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.