RIM
DFSI

RW Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

RW Investment 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 		$3.61M Buy
+85,036
New +$3.77M 0.35% 22
2025
Q3 		$3.35M Buy
81,910
+431
+0.5% +$17.3K 0.35% 18
2025
Q2 		$3.21M Sell
81,479
-300
-0.4% -$11.1K 0.36% 19
2025
Q1 		$2.85M Sell
81,779
-11,649
-12% -$404K 0.35% 20
2024
Q4 		$3.07M Sell
93,428
-1,014
-1% -$34.5K 0.37% 19
2024
Q3 		$3.37M Buy
94,442
+4,733
+5% +$162K 0.42% 17
2024
Q2 		$2.96M Buy
89,709
+5,377
+6% +$179K 0.4% 17
2024
Q1 		$2.84M Buy
84,332
+11,542
+16% +$373K 0.4% 16
2023
Q4 		$2.33M Buy
72,790
+26,948
+59% +$795K 0.36% 18
2023
Q3 		$1.32M Buy
45,842
+8,092
+21% +$244K 0.24% 24
2023
Q2 		$1.15M Buy
37,750
+20,552
+120% +$626K 0.24% 26
2023
Q1 		$517K Buy
17,198
+9,235
+116% +$272K 0.14% 47
2022
Q4 		$221K Buy
+7,963
New +$219K 0.09% 76

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 $1.25B AUM 18.15% 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 $952M AUM 22.68% 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 $270M AUM 11.56% 1-Year Est. Return

RW Investment Management's DFSI Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2026: 85,036 shares worth $3.61M. The stake represents 0.35% of the portfolio and ranks #22 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFSI as recently as Q3 2025.

RW Investment Management first reported a position in DFSI in Q4 2022 and has held it in 13 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • RW Investment Management held 85,036 shares of Dimensional International Sustainability Core 1 ETF worth $3.61M as of Q1 2026.
  • Dimensional International Sustainability Core 1 ETF was a new RW Investment Management position in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.35% of RW Investment Management's portfolio in Q1 2026, its #22 holding.
  • RW Investment Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.