PAG
DFSI

Private Advisor Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Private Advisor Group’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 		$542K Buy
12,773
+41
+0.3% +$1.82K ﹤0.01% 1810
2025
Q4 		$546K Buy
12,732
+145
+1% +$6.04K ﹤0.01% 1768
2025
Q3 		$515K Buy
12,587
+51
+0.4% +$2.04K ﹤0.01% 1764
2025
Q2 		$494K Buy
12,536
+219
+2% +$8.13K ﹤0.01% 1699
2025
Q1 		$430K Buy
12,317
+152
+1% +$5.27K ﹤0.01% 1683
2024
Q4 		$400K Sell
12,165
-2,742
-18% -$93.3K ﹤0.01% 1704
2024
Q3 		$533K Buy
14,907
+829
+6% +$28.4K ﹤0.01% 1576
2024
Q2 		$464K Buy
14,078
+2,046
+17% +$68.2K ﹤0.01% 1606
2024
Q1 		$405K Buy
+12,032
New +$389K ﹤0.01% 1646

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 $538M 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