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
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 $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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Pine Harbor Wealth Management's DFSI Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1% in Q1 2026, selling an estimated $2.83K and leaving 6,300 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #87.

Pine Harbor Wealth Management first reported a position in DFSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Pine Harbor Wealth Management held 6,300 shares of Dimensional International Sustainability Core 1 ETF worth $267K as of Q1 2026.
  • Pine Harbor Wealth Management sold 64 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $2.83K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Pine Harbor Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • Pine Harbor Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $273K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.