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 Q3	$425K	Buy	9,417 +330	+4%	+$15.3K	0.05%	130
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors's DFSI Position: Q3 2026 in Review

Physician Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.6% in Q3 2026, buying an estimated $15.3K and bringing the position to 9,417 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #130.

Physician Wealth Advisors first reported a position in DFSI in Q1 2024 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Physician Wealth Advisors held 9,417 shares of Dimensional International Sustainability Core 1 ETF worth $425K as of Q3 2026.
Physician Wealth Advisors bought 330 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $15.3K.
Dimensional International Sustainability Core 1 ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #130 holding.
Physician Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 11 quarters since.
77 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.