Perigon Wealth Management
DFSI icon

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
Q3 		$5.33M Buy
117,981
+6,412
+6% +$297K 0.08% 213
2026
Q2 		$5.03M Buy
111,569
+151
+0.1% +$6.79K 0.08% 230
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 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
RS
Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Perigon Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 5.7% in Q3 2026, buying an estimated $297K and bringing the position to 117,981 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #213.

Perigon Wealth Management first reported a position in DFSI in Q4 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Perigon Wealth Management held 117,981 shares of Dimensional International Sustainability Core 1 ETF worth $5.33M as of Q3 2026.
  • Perigon Wealth Management bought 6,412 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $297K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Perigon Wealth Management's portfolio in Q3 2026, its #213 holding.
  • Perigon Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.