RIP
DFSI

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
Q2 		$6.39M Buy
141,673
+16,550
+13% +$744K 1.02% 13
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
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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

RAM Investment Partners's DFSI Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 13% in Q2 2026, buying an estimated $744K and bringing the position to 141,673 shares worth $6.39M. The position accounts for 1.02% of the portfolio, ranked #13.

RAM Investment Partners first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • RAM Investment Partners held 141,673 shares of Dimensional International Sustainability Core 1 ETF worth $6.39M as of Q2 2026.
  • RAM Investment Partners bought 16,550 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $744K.
  • Dimensional International Sustainability Core 1 ETF made up 1.02% of RAM Investment Partners's portfolio in Q2 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 15 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.