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
Q2 		$44.4M Buy
984,898
+189,897
+24% +$8.54M 0.13% 114
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Pathstone Holdings's DFSI Position: Q2 2026 in Review

Pathstone Holdings increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 24% in Q2 2026, buying an estimated $8.54M and bringing the position to 984,898 shares worth $44.4M. The position accounts for 0.13% of the portfolio, ranked #114.

Pathstone Holdings first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Pathstone Holdings held 984,898 shares of Dimensional International Sustainability Core 1 ETF worth $44.4M as of Q2 2026.
  • Pathstone Holdings bought 189,897 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $8.54M.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of Pathstone Holdings's portfolio in Q2 2026, its #114 holding.
  • Pathstone Holdings first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.