PPWM
DFSI

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

PFG Private 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
2025
Q4 		– Sell
-5,752
Closed -$236K – 98
2025
Q3 		$236K Buy
+5,752
New +$231K 0.11% 104

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
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

PFG Private Wealth Management's DFSI Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2025, closing a stake of 5,752 shares — an estimated $236K sold.

PFG Private Wealth Management first reported a position in DFSI in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 215 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 5,752 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $236K.
  • PFG Private Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $236K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.