PWA
DFSI

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

Physician 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 		$410K Hold
9,087
– – 0.05% 133
2026
Q1 		$385K Sell
9,087
-152
-2% -$6.73K 0.05% 125
2025
Q4 		$396K Hold
9,239
– – 0.06% 119
2025
Q3 		$378K Hold
9,239
– – 0.05% 127
2025
Q2 		$364K Sell
9,239
-1,021
-10% -$37.9K 0.06% 126
2025
Q1 		$358K Hold
10,260
– – 0.06% 124
2024
Q4 		$337K Hold
10,260
– – 0.06% 127
2024
Q3 		$357K Sell
10,260
-380
-4% -$13K 0.06% 120
2024
Q2 		$365K Sell
10,640
-480
-4% -$16K 0.07% 110
2024
Q1 		$357K Buy
+11,120
New +$359K 0.08% 112

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

Physician Wealth Advisors's DFSI Position: Q2 2026 in Review

Physician Wealth Advisors held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 9,087 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #133.

Physician Wealth Advisors first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Physician Wealth Advisors held 9,087 shares of Dimensional International Sustainability Core 1 ETF worth $410K as of Q2 2026.
  • Physician Wealth Advisors left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Physician Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.