PWM
DFSI

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Penobscot Wealth Management's DFSI Position: Q2 2026 in Review

Penobscot Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 23% in Q2 2026, buying an estimated $84.9K and bringing the position to 9,959 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #78.

Penobscot Wealth Management first reported a position in DFSI in Q1 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Penobscot Wealth Management held 9,959 shares of Dimensional International Sustainability Core 1 ETF worth $449K as of Q2 2026.
  • Penobscot Wealth Management bought 1,889 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $84.9K.
  • Dimensional International Sustainability Core 1 ETF made up 0.12% of Penobscot Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Penobscot Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.