RWM
DFSI

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

Ruedi 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
Q1 		$317K Sell
7,468
-123
-2% -$5.45K 0.08% 52
2025
Q4 		$325K Buy
7,591
+224
+3% +$9.33K 0.09% 51
2025
Q3 		$302K Buy
7,367
+26
+0.4% +$1.04K 0.08% 52
2025
Q2 		$289K Buy
7,341
+92
+1% +$3.42K 0.09% 53
2025
Q1 		$253K Buy
7,249
+56
+0.8% +$1.94K 0.08% 46
2024
Q4 		$236K Buy
7,193
+9
+0.1% +$306 0.07% 47
2024
Q3 		$257K Buy
+7,184
New +$246K 0.09% 48

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 $539M 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

Ruedi Wealth Management's DFSI Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.6% in Q1 2026, selling an estimated $5.45K and leaving 7,468 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #52.

Ruedi Wealth Management first reported a position in DFSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Ruedi Wealth Management held 7,468 shares of Dimensional International Sustainability Core 1 ETF worth $317K as of Q1 2026.
  • Ruedi Wealth Management sold 123 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $5.45K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Ruedi Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Ruedi Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • Ruedi Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $325K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.