RAM Investment Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

RAM Investment Partners’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	$5.31M	Buy	125,123 +3,193	+3%	+$141K	0.93%	13
2025 Q4	$5.22M	Buy	121,930 +3,825	+3%	+$159K	0.94%	14
2025 Q3	$4.84M	Buy	118,105 +3,530	+3%	+$141K	0.91%	17
2025 Q2	$4.52M	Buy	114,575 +12,920	+13%	+$480K	0.95%	14
2025 Q1	$3.55M	Buy	101,655 +4,650	+5%	+$161K	0.88%	15
2024 Q4	$3.19M	Buy	97,005 +7,935	+9%	+$270K	0.78%	17
2024 Q3	$3.18M	Buy	89,070 +16,877	+23%	+$577K	0.83%	16
2024 Q2	$2.38M	Buy	72,193 +17,637	+32%	+$588K	0.69%	17
2024 Q1	$1.84M	Buy	54,556 +6,215	+13%	+$201K	0.58%	19
2023 Q4	$1.55M	Sell	48,341 -636	-1%	-$18.8K	0.54%	17
2023 Q3	$1.41M	Buy	48,977 +4,193	+9%	+$126K	0.59%	18
2023 Q2	$1.36M	Buy	44,784 +1,029	+2%	+$31.3K	0.57%	17
2023 Q1	$1.31M	Buy	43,755 +11,370	+35%	+$335K	0.71%	16
2022 Q4	$900K	Buy	+32,385	New	+$890K	0.55%	17

Other funds holding DFSI

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

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

RAM Investment Partners's DFSI Position: Q1 2026 in Review

RAM Investment Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.6% in Q1 2026, buying an estimated $141K and bringing the position to 125,123 shares worth $5.31M. The position accounts for 0.93% of the portfolio, ranked #13.

RAM Investment Partners first reported a position in DFSI in Q4 2022 and has held it in 14 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

RAM Investment Partners held 125,123 shares of Dimensional International Sustainability Core 1 ETF worth $5.31M as of Q1 2026.
RAM Investment Partners bought 3,193 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $141K.
Dimensional International Sustainability Core 1 ETF made up 0.93% of RAM Investment Partners's portfolio in Q1 2026, its #13 holding.
RAM Investment Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on RAM Investment Partners's 13F filing for Q1 2026, filed 4 May 2026.