SDWIA
DFSI

Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$737K Hold
16,340
– – 0.14% 95
2026
Q1 		$693K Sell
16,340
-2,114
-11% -$93.6K 0.14% 92
2025
Q4 		$791K Sell
18,454
-2,249
-11% -$93.6K 0.16% 90
2025
Q3 		$848K Sell
20,703
-365
-2% -$14.6K 0.18% 86
2025
Q2 		$830K Hold
21,068
– – 0.19% 86
2025
Q1 		$735K Sell
21,068
-626
-3% -$21.7K 0.17% 85
2024
Q4 		$713K Hold
21,694
– – 0.17% 88
2024
Q3 		$775K Buy
21,694
+3,138
+17% +$107K 0.19% 82
2024
Q2 		$611K Sell
18,556
-716
-4% -$23.9K 0.16% 89
2024
Q1 		$649K Buy
19,272
+2,292
+13% +$74.1K 0.18% 85
2023
Q4 		$544K Buy
16,980
+2,405
+17% +$70.9K 0.17% 89
2023
Q3 		$418K Buy
14,575
+245
+2% +$7.38K 0.14% 97
2023
Q2 		$436K Buy
14,330
+5,898
+70% +$180K 0.14% 92
2023
Q1 		$253K Buy
+8,432
New +$249K 0.09% 117

Other funds holding DFSI

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFSI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 16,340 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #95.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $848K in Q3 2025. 155 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 16,340 shares of Dimensional International Sustainability Core 1 ETF worth $737K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $848K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.