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 $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