PWM
DFSI

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

Perigon 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
Q1 		$4.72M Buy
111,418
+1,403
+1% +$62.1K 0.09% 226
2025
Q4 		$4.71M Buy
110,015
+6,608
+6% +$275K 0.08% 218
2025
Q3 		$4.23M Buy
103,407
+13,125
+15% +$526K 0.09% 225
2025
Q2 		$3.56M Buy
90,282
+1,695
+2% +$63K 0.08% 236
2025
Q1 		$3.09M Buy
88,587
+11,009
+14% +$382K 0.08% 243
2024
Q4 		$2.57M Buy
77,578
+207
+0.3% +$7.04K 0.06% 274
2024
Q3 		$2.76M Hold
77,371
– – 0.07% 245
2024
Q2 		$2.55M Buy
77,371
+29,714
+62% +$990K 0.07% 224
2024
Q1 		$1.6M Hold
47,657
– – 0.05% 279
2023
Q4 		$1.53M Buy
+47,657
New +$1.41M 0.05% 265

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M 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 $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Perigon Wealth Management's DFSI Position: Q1 2026 in Review

Perigon Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.3% in Q1 2026, buying an estimated $62.1K and bringing the position to 111,418 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #226.

Perigon Wealth Management first reported a position in DFSI in Q4 2023 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Perigon Wealth Management held 111,418 shares of Dimensional International Sustainability Core 1 ETF worth $4.72M as of Q1 2026.
  • Perigon Wealth Management bought 1,403 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $62.1K.
  • Dimensional International Sustainability Core 1 ETF made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Perigon Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.