Root Financial Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Root Financial Partners’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	$1.51M	Buy	33,535 +4,945	+17%	+$222K	0.06%	93
2026 Q1	$1.21M	Buy	28,590 +11,204	+64%	+$496K	0.06%	87
2025 Q4	$745K	Buy	17,386 +5,815	+50%	+$242K	0.04%	122
2025 Q3	$474K	Buy	11,571 +861	+8%	+$34.5K	0.03%	153
2025 Q2	$422K	Buy	10,710 +90	+0.8%	+$3.34K	0.04%	148
2025 Q1	$371K	Buy	+10,620	New	+$368K	0.04%	137

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Root Financial Partners's DFSI Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 17% in Q2 2026, buying an estimated $222K and bringing the position to 33,535 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #93.

Root Financial Partners first reported a position in DFSI in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Root Financial Partners held 33,535 shares of Dimensional International Sustainability Core 1 ETF worth $1.51M as of Q2 2026.
Root Financial Partners bought 4,945 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $222K.
Dimensional International Sustainability Core 1 ETF made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #93 holding.
Root Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.