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
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 $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 $538M 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