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 Q3	$1.63M	Buy	36,012 +2,477	+7%	+$115K	0.05%	95
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Root Financial Partners's DFSI Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.4% in Q3 2026, buying an estimated $115K and bringing the position to 36,012 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #95.

Root Financial Partners first reported a position in DFSI in Q1 2025 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Root Financial Partners held 36,012 shares of Dimensional International Sustainability Core 1 ETF worth $1.63M as of Q3 2026.
Root Financial Partners bought 2,477 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $115K.
Dimensional International Sustainability Core 1 ETF made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #95 holding.
Root Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.