RWM
DFSI

Rockwood Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Rockwood Wealth 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 		$340K Buy
7,531
+1,324
+21% +$59.5K 0.02% 100
2026
Q1 		$263K Buy
6,207
+1,507
+32% +$66.8K 0.02% 100
2025
Q4 		$201K Buy
+4,700
New +$196K 0.02% 114

Other funds holding DFSI

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Rockwood Wealth Management's DFSI Position: Q2 2026 in Review

Rockwood Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 21% in Q2 2026, buying an estimated $59.5K and bringing the position to 7,531 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #100.

Rockwood Wealth Management first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Rockwood Wealth Management held 7,531 shares of Dimensional International Sustainability Core 1 ETF worth $340K as of Q2 2026.
  • Rockwood Wealth Management bought 1,324 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $59.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Rockwood Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.