PB
DFSI

Prime Buchholz’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Prime Buchholz’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 		$289K Hold
6,814
– – 0.15% 22
2025
Q4 		$292K Hold
6,814
– – 0.17% 20
2025
Q3 		$279K Hold
6,814
– – 0.15% 20
2025
Q2 		$269K Buy
+6,814
New +$253K 0.09% 23

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

Prime Buchholz's DFSI Position: Q1 2026 in Review

Prime Buchholz held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 6,814 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #22.

Prime Buchholz first reported a position in DFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Prime Buchholz held 6,814 shares of Dimensional International Sustainability Core 1 ETF worth $289K as of Q1 2026.
  • Prime Buchholz left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.15% of Prime Buchholz's portfolio in Q1 2026, its #22 holding.
  • Prime Buchholz first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • Prime Buchholz's Dimensional International Sustainability Core 1 ETF position peaked at $292K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Prime Buchholz's 13F filing for Q1 2026, filed 14 May 2026.