SIP
DFSI

Sellwood Investment Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Sellwood Investment Partners’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 		$646K Sell
14,332
-1,411
-9% -$63.4K 0.23% 32
2026
Q1 		$668K Hold
15,743
– – 0.26% 31
2025
Q4 		$675K Buy
15,743
+504
+3% +$21K 0.26% 29
2025
Q3 		$624K Buy
15,239
+808
+6% +$32.4K 0.25% 31
2025
Q2 		$569K Buy
+14,431
New +$536K 0.27% 26

Other funds holding DFSI

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
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Sellwood Investment Partners's DFSI Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 9% in Q2 2026, selling an estimated $63.4K and leaving 14,332 shares worth $646K. The position accounts for 0.23% of the portfolio, ranked #32.

Sellwood Investment Partners first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $675K in Q4 2025. 122 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Sellwood Investment Partners held 14,332 shares of Dimensional International Sustainability Core 1 ETF worth $646K as of Q2 2026.
  • Sellwood Investment Partners sold 1,411 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $63.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.23% of Sellwood Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Sellwood Investment Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Dimensional International Sustainability Core 1 ETF position peaked at $675K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.