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

Penobscot 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
2026
Q3 		$553K Buy
12,242
+2,283
+23% +$106K 0.14% 68
2026
Q2 		$449K Buy
9,959
+1,889
+23% +$84.9K 0.12% 78
2026
Q1 		$342K Buy
8,070
+321
+4% +$14.2K 0.1% 83
2025
Q4 		$332K Buy
7,749
+134
+2% +$5.58K 0.1% 82
2025
Q3 		$312K Buy
7,615
+88
+1% +$3.53K 0.1% 86
2025
Q2 		$297K Buy
7,527
+1,102
+17% +$40.9K 0.11% 78
2025
Q1 		$224K Buy
+6,425
New +$223K 0.09% 81

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Penobscot Wealth Management's DFSI Position: Q3 2026 in Review

Penobscot Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 23% in Q3 2026, buying an estimated $106K and bringing the position to 12,242 shares worth $553K. The position accounts for 0.14% of the portfolio, ranked #68.

Penobscot Wealth Management first reported a position in DFSI in Q1 2025 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Penobscot Wealth Management held 12,242 shares of Dimensional International Sustainability Core 1 ETF worth $553K as of Q3 2026.
  • Penobscot Wealth Management bought 2,283 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $106K.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Penobscot Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Penobscot Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.