RTL
DFSI

Red Tortoise LLC’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Red Tortoise LLC’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 		$214K Sell
5,051
-1,155
-19% -$51.2K 0.09% 84
2025
Q4 		$266K Hold
6,206
– – 0.11% 81
2025
Q3 		$254K Buy
6,206
+3
+0% +$120 0.11% 81
2025
Q2 		$244K Hold
6,203
– – 0.12% 73
2025
Q1 		$216K Hold
6,203
– – 0.11% 71
2024
Q4 		$204K Buy
6,203
+28
+0.5% +$953 0.11% 72
2024
Q3 		$221K Buy
6,175
+19
+0.3% +$650 0.11% 72
2024
Q2 		$203K Buy
6,156
+79
+1% +$2.63K 0.11% 72
2024
Q1 		$205K Buy
6,077
+7
+0.1% +$226 0.11% 71
2023
Q4 		$194K Buy
6,070
+30
+0.5% +$885 0.11% 75
2023
Q3 		$173K Buy
6,040
+34
+0.6% +$1.02K 0.12% 75
2023
Q2 		$183K Buy
6,006
+1,800
+43% +$54.8K 0.11% 72
2023
Q1 		$126K Buy
+4,206
New +$124K 0.09% 78

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Red Tortoise LLC's DFSI Position: Q1 2026 in Review

Red Tortoise LLC reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 19% in Q1 2026, selling an estimated $51.2K and leaving 5,051 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #84.

Red Tortoise LLC first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $266K in Q4 2025. 229 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Red Tortoise LLC held 5,051 shares of Dimensional International Sustainability Core 1 ETF worth $214K as of Q1 2026.
  • Red Tortoise LLC sold 1,155 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $51.2K.
  • Dimensional International Sustainability Core 1 ETF made up 0.09% of Red Tortoise LLC's portfolio in Q1 2026, its #84 holding.
  • Red Tortoise LLC first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Red Tortoise LLC's Dimensional International Sustainability Core 1 ETF position peaked at $266K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.