RS
DFSI

Retirement Solution’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Retirement Solution’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 		$14.8M Sell
350,032
-5,395
-2% -$239K 3.51% 6
2025
Q4 		$15.2M Sell
355,427
-5,753
-2% -$240K 3.37% 6
2025
Q3 		$14.8M Sell
361,180
-12,026
-3% -$482K 3.53% 6
2025
Q2 		$14.7M Sell
373,206
-6,934
-2% -$258K 3.75% 6
2025
Q1 		$13.3M Sell
380,140
-24,466
-6% -$849K 3.76% 6
2024
Q4 		$13.3M Sell
404,606
-464
-0.1% -$15.8K 3.48% 6
2024
Q3 		$14.5M Sell
405,070
-7,083
-2% -$242K 3.53% 6
2024
Q2 		$13.6M Buy
412,153
+4,933
+1% +$164K 3.65% 5
2024
Q1 		$13.7M Buy
407,220
+61
+0% +$1.97K 3.71% 5
2023
Q4 		$13M Buy
407,159
+9,572
+2% +$282K 3.86% 5
2023
Q3 		$11.4M Buy
397,587
+16,340
+4% +$492K 3.77% 5
2023
Q2 		$11.6M Buy
381,247
+15,502
+4% +$472K 3.74% 5
2023
Q1 		$11M Buy
+365,745
New +$10.8M 3.87% 5

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

Retirement Solution's DFSI Position: Q1 2026 in Review

Retirement Solution reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.5% in Q1 2026, selling an estimated $239K and leaving 350,032 shares worth $14.8M. The position accounts for 3.51% of the portfolio, ranked #6.

Retirement Solution first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.2M in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Retirement Solution held 350,032 shares of Dimensional International Sustainability Core 1 ETF worth $14.8M as of Q1 2026.
  • Retirement Solution sold 5,395 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $239K.
  • Dimensional International Sustainability Core 1 ETF made up 3.51% of Retirement Solution's portfolio in Q1 2026, its #6 holding.
  • Retirement Solution first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Retirement Solution's Dimensional International Sustainability Core 1 ETF position peaked at $15.2M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.