SIC
DFSI

Samalin Investment Counsel’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Samalin Investment Counsel’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 		$722K Buy
15,999
+132
+0.8% +$5.93K 0.23% 108
2026
Q1 		$673K Buy
15,867
+1,159
+8% +$51.3K 0.24% 126
2025
Q4 		$630K Buy
14,708
+900
+7% +$37.5K 0.22% 133
2025
Q3 		$565K Buy
13,808
+560
+4% +$22.4K 0.19% 161
2025
Q2 		$522K Sell
13,248
-394
-3% -$14.6K 0.2% 167
2025
Q1 		$476K Buy
+13,642
New +$473K 0.19% 166

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

Samalin Investment Counsel's DFSI Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.83% in Q2 2026, buying an estimated $5.93K and bringing the position to 15,999 shares worth $722K. The position accounts for 0.23% of the portfolio, ranked #108.

Samalin Investment Counsel 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.

  • Samalin Investment Counsel held 15,999 shares of Dimensional International Sustainability Core 1 ETF worth $722K as of Q2 2026.
  • Samalin Investment Counsel bought 132 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.93K.
  • Dimensional International Sustainability Core 1 ETF made up 0.23% of Samalin Investment Counsel's portfolio in Q2 2026, its #108 holding.
  • Samalin Investment Counsel 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 Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.