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

FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return