PHWA
DFSI

Petersen Hastings Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Petersen Hastings Wealth Advisors’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 		$782K Buy
17,332
+141
+0.8% +$6.34K 0.07% 44
2026
Q1 		$729K Sell
17,191
-571
-3% -$25.3K 0.07% 44
2025
Q4 		$761K Buy
+17,762
New +$739K 0.07% 43

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Petersen Hastings Wealth Advisors's DFSI Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.82% in Q2 2026, buying an estimated $6.34K and bringing the position to 17,332 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #44.

Petersen Hastings Wealth Advisors first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 17,332 shares of Dimensional International Sustainability Core 1 ETF worth $782K as of Q2 2026.
  • Petersen Hastings Wealth Advisors bought 141 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.34K.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Petersen Hastings Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.