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
Q2 		$740K Buy
16,406
+6,077
+59% +$273K 0.44% 37
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 $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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Robinson Smith Wealth Advisors's DFSI Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 59% in Q2 2026, buying an estimated $273K and bringing the position to 16,406 shares worth $740K. The position accounts for 0.44% of the portfolio, ranked #37.

Robinson Smith Wealth Advisors first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Robinson Smith Wealth Advisors held 16,406 shares of Dimensional International Sustainability Core 1 ETF worth $740K as of Q2 2026.
  • Robinson Smith Wealth Advisors bought 6,077 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $273K.
  • Dimensional International Sustainability Core 1 ETF made up 0.44% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Robinson Smith Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.