RLIM
DFSI

Red Lighthouse Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Red Lighthouse Investment Management’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 		– Sell
-3,444
Closed -$148K – 90
2025
Q4 		$148K Buy
3,444
+171
+5% +$7.12K 0.05% 63
2025
Q3 		$134K Hold
3,273
– – 0.05% 85
2025
Q2 		$129K Buy
3,273
+394
+14% +$14.6K 0.05% 83
2025
Q1 		$96.9K Sell
2,879
-394
-12% -$13.7K 0.04% 80
2024
Q4 		$108K Hold
3,273
– – 0.04% 84
2024
Q3 		$117K Buy
3,273
+232
+8% +$7.94K 0.05% 82
2024
Q2 		$100K Buy
3,041
+162
+6% +$5.4K 0.04% 81
2024
Q1 		$96.9K Hold
2,879
– – 0.04% 81
2023
Q4 		$92.2K Hold
2,879
– – 0.04% 78
2023
Q3 		$82.7K Buy
2,879
+899
+45% +$27.1K 0.04% 74
2023
Q2 		$60.3K Hold
1,980
– – 0.03% 79
2023
Q1 		$59.5K Hold
1,980
– – 0.03% 81
2022
Q4 		$55K Buy
+1,980
New +$54.4K 0.03% 81

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