Pathstone Holdings
DFSI

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

Pathstone Holdings’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 		$33.7M Buy
795,001
+69,271
+10% +$3.07M 0.13% 117
2025
Q4 		$31.1M Buy
725,730
+229,403
+46% +$9.55M 0.12% 128
2025
Q3 		$20.3M Buy
496,327
+124,947
+34% +$5.01M 0.08% 176
2025
Q2 		$14.6M Buy
371,380
+97,252
+35% +$3.61M 0.06% 223
2025
Q1 		$9.57M Buy
274,128
+307
+0.1% +$10.6K 0.04% 356
2024
Q4 		$9.07M Buy
273,821
+84,947
+45% +$2.89M 0.04% 346
2024
Q3 		$6.75M Buy
188,874
+39,717
+27% +$1.36M 0.03% 458
2024
Q2 		$4.91M Buy
149,157
+27,456
+23% +$915K 0.02% 535
2024
Q1 		$4.1M Buy
121,701
+86
+0.1% +$2.78K 0.02% 579
2023
Q4 		$3.9M Buy
+121,615
New +$3.59M 0.02% 499

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
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 $276M AUM 20.55% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return