Revolve Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Revolve Wealth 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	$2.79M	Sell	61,850 -1,563	-2%	-$70.3K	0.29%	55
2026 Q1	$2.69M	Sell	63,413 -2,619	-4%	-$116K	0.35%	45
2025 Q4	$2.83M	Buy	66,032 +2,312	+4%	+$96.3K	0.33%	44
2025 Q3	$2.61M	Sell	63,720 -1,144	-2%	-$45.8K	0.31%	43
2025 Q2	$2.56M	Sell	64,864 -1,027	-2%	-$38.1K	0.33%	43
2025 Q1	$2.3M	Buy	65,891 +5,553	+9%	+$193K	0.33%	45
2024 Q4	$1.98M	Buy	60,338 +6,827	+13%	+$232K	0.29%	56
2024 Q3	$1.91M	Buy	53,511 +5,878	+12%	+$201K	0.29%	51
2024 Q2	$1.57M	Buy	47,633 +9,730	+26%	+$324K	0.26%	55
2024 Q1	$1.28M	Buy	37,903 +10,667	+39%	+$345K	0.22%	58
2023 Q4	$872K	Buy	+27,236	New	+$803K	0.17%	66

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Revolve Wealth Partners's DFSI Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.5% in Q2 2026, selling an estimated $70.3K and leaving 61,850 shares worth $2.79M. The position accounts for 0.29% of the portfolio, ranked #55.

Revolve Wealth Partners first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q4 2025. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Revolve Wealth Partners held 61,850 shares of Dimensional International Sustainability Core 1 ETF worth $2.79M as of Q2 2026.
Revolve Wealth Partners sold 1,563 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $70.3K.
Dimensional International Sustainability Core 1 ETF made up 0.29% of Revolve Wealth Partners's portfolio in Q2 2026, its #55 holding.
Revolve Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
Revolve Wealth Partners's Dimensional International Sustainability Core 1 ETF position peaked at $2.83M in Q4 2025.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.