PHWM
DFSI

Pine Harbor Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Pine Harbor 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
Q2 		$284K Buy
6,306
+6
+0.1% +$270 0.08% 89
2026
Q1 		$267K Sell
6,300
-64
-1% -$2.83K 0.08% 87
2025
Q4 		$273K Hold
6,364
– – 0.08% 82
2025
Q3 		$261K Hold
6,364
– – 0.08% 89
2025
Q2 		$251K Buy
6,364
+20
+0.3% +$743 0.09% 89
2025
Q1 		$221K Sell
6,344
-76
-1% -$2.64K 0.09% 88
2024
Q4 		$211K Sell
6,420
-166
-3% -$5.65K 0.08% 94
2024
Q3 		$235K Buy
+6,586
New +$225K 0.12% 93

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

Pine Harbor Wealth Management's DFSI Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.1% in Q2 2026, buying an estimated $270 and bringing the position to 6,306 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #89.

Pine Harbor Wealth Management first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Pine Harbor Wealth Management held 6,306 shares of Dimensional International Sustainability Core 1 ETF worth $284K as of Q2 2026.
  • Pine Harbor Wealth Management bought 6 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $270.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Pine Harbor Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.