RSWA
DFSI

Robinson Smith Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Robinson Smith Wealth Advisors’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 		$438K Sell
10,329
-18
-0.2% -$797 0.3% 53
2025
Q4 		$443K Buy
10,347
+2,685
+35% +$112K 0.3% 49
2025
Q3 		$314K Buy
7,662
+1,806
+31% +$72.4K 0.23% 67
2025
Q2 		$231K Buy
+5,856
New +$218K 0.18% 74

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

Robinson Smith Wealth Advisors's DFSI Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.17% in Q1 2026, selling an estimated $797 and leaving 10,329 shares worth $438K. The position accounts for 0.3% of the portfolio, ranked #53.

Robinson Smith Wealth Advisors first reported a position in DFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $443K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Robinson Smith Wealth Advisors held 10,329 shares of Dimensional International Sustainability Core 1 ETF worth $438K as of Q1 2026.
  • Robinson Smith Wealth Advisors sold 18 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $797.
  • Dimensional International Sustainability Core 1 ETF made up 0.3% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Robinson Smith Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • Robinson Smith Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $443K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.