RIM
DFSI

Rockbridge Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Rockbridge Investment Management’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 		$2.74M Sell
60,831
-8,322
-12% -$374K 0.22% 37
2026
Q1 		$2.93M Buy
69,153
+5
+0% +$221 0.26% 36
2025
Q4 		$2.96M Buy
69,148
+295
+0.4% +$12.3K 0.28% 34
2025
Q3 		$2.82M Buy
68,853
+26,965
+64% +$1.08M 0.28% 33
2025
Q2 		$1.65M Sell
41,888
-3,953
-9% -$147K 0.18% 45
2025
Q1 		$1.6M Buy
45,841
+161
+0.4% +$5.58K 0.19% 41
2024
Q4 		$1.5M Buy
45,680
+1,741
+4% +$59.3K 0.19% 47
2024
Q3 		$1.57M Buy
43,939
+585
+1% +$20K 0.2% 44
2024
Q2 		$1.43M Buy
43,354
+5,562
+15% +$185K 0.2% 44
2024
Q1 		$1.27M Buy
37,792
+7,070
+23% +$229K 0.19% 47
2023
Q4 		$984K Buy
30,722
+18,137
+144% +$535K 0.15% 52
2023
Q3 		$361K Buy
12,585
+943
+8% +$28.4K 0.06% 82
2023
Q2 		$354K Sell
11,642
-210
-2% -$6.39K 0.06% 85
2023
Q1 		$356K Buy
+11,852
New +$350K 0.07% 81

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

Rockbridge Investment Management's DFSI Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 12% in Q2 2026, selling an estimated $374K and leaving 60,831 shares worth $2.74M. The position accounts for 0.22% of the portfolio, ranked #37.

Rockbridge Investment Management first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2025. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Rockbridge Investment Management held 60,831 shares of Dimensional International Sustainability Core 1 ETF worth $2.74M as of Q2 2026.
  • Rockbridge Investment Management sold 8,322 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $374K.
  • Dimensional International Sustainability Core 1 ETF made up 0.22% of Rockbridge Investment Management's portfolio in Q2 2026, its #37 holding.
  • Rockbridge Investment Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • Rockbridge Investment Management's Dimensional International Sustainability Core 1 ETF position peaked at $2.96M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.