SWA
DFSI

Sax Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Sax Wealth Advisors’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 		$463K Buy
+10,929
New +$491K 0.02% 356

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Sax Wealth Advisors's DFSI Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 10,929 shares worth $463K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings.

65 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Sax Wealth Advisors held 10,929 shares of Dimensional International Sustainability Core 1 ETF worth $463K as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • 65 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.