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
Q2 		$345K Buy
7,640
+172
+2% +$7.73K 0.08% 54
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Ruedi Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.3% in Q2 2026, buying an estimated $7.73K and bringing the position to 7,640 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #54.

Ruedi Wealth Management first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Ruedi Wealth Management held 7,640 shares of Dimensional International Sustainability Core 1 ETF worth $345K as of Q2 2026.
  • Ruedi Wealth Management bought 172 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $7.73K.
  • Dimensional International Sustainability Core 1 ETF made up 0.08% of Ruedi Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Ruedi Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.