QFA
DFSI

Quantum Financial Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Quantum Financial 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
Q2 		$37.5M Sell
831,098
-9,313
-1% -$419K 3.71% 5
2026
Q1 		$35.6M Sell
840,411
-14,493
-2% -$642K 4% 5
2025
Q4 		$36.6M Sell
854,904
-293
-0% -$12.2K 4.11% 4
2025
Q3 		$35M Sell
855,197
-19,056
-2% -$764K 4.27% 4
2025
Q2 		$34.5M Sell
874,253
-52,807
-6% -$1.96M 4.66% 3
2025
Q1 		$32.3M Buy
927,060
+5,435
+0.6% +$189K 4.82% 3
2024
Q4 		$30.3M Sell
921,625
-23,371
-2% -$795K 4.61% 3
2024
Q3 		$33.8M Buy
944,996
+37,955
+4% +$1.3M 5.29% 3
2024
Q2 		$29.9M Buy
907,041
+25,817
+3% +$860K 5.25% 3
2024
Q1 		$29.7M Sell
881,224
-2,145
-0.2% -$69.3K 5.46% 3
2023
Q4 		$28.3M Buy
883,369
+11,632
+1% +$343K 6.9% 3
2023
Q3 		$25M Buy
871,737
+12,691
+1% +$382K 7.36% 4
2023
Q2 		$26.2M Sell
859,046
-1,793
-0.2% -$54.6K 7.69% 4
2023
Q1 		$25.9M Buy
+860,839
New +$25.4M 8.14% 4

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
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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Quantum Financial Advisors's DFSI Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, selling an estimated $419K and leaving 831,098 shares worth $37.5M. The position accounts for 3.71% of the portfolio, ranked #5.

Quantum Financial Advisors first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Quantum Financial Advisors held 831,098 shares of Dimensional International Sustainability Core 1 ETF worth $37.5M as of Q2 2026.
  • Quantum Financial Advisors sold 9,313 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $419K.
  • Dimensional International Sustainability Core 1 ETF made up 3.71% of Quantum Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Quantum Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.