PFO
DFSI

Pathstone Family Office’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Pathstone Family Office’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
2023
Q3 		$3.19M Buy
111,250
+11,845
+12% +$357K 0.02% 371
2023
Q2 		$3.03M Buy
99,405
+75,619
+318% +$2.3M 0.04% 242
2023
Q1 		$715K Sell
23,786
-23,700
-50% -$699K 0.01% 554
2022
Q4 		$1.32M Buy
+47,486
New +$1.31M 0.01% 665

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Pathstone Family Office's DFSI Position: Q3 2023 in Review

Pathstone Family Office increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 12% in Q3 2023, buying an estimated $357K and bringing the position to 111,250 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #371.

Pathstone Family Office first reported a position in DFSI in Q4 2022 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold DFSI as of Q3 2023.

  • Pathstone Family Office held 111,250 shares of Dimensional International Sustainability Core 1 ETF worth $3.19M as of Q3 2023.
  • Pathstone Family Office bought 11,845 Dimensional International Sustainability Core 1 ETF shares in Q3 2023, an estimated $357K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #371 holding.
  • Pathstone Family Office first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.