SFA
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Sequoia Financial Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Sequoia Financial 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 		$3.53M Sell
78,288
-6,435
-8% -$289K 0.02% 428
2026
Q1 		$3.59M Buy
84,723
+1,569
+2% +$69.5K 0.02% 402
2025
Q4 		$3.56M Sell
83,154
-9,819
-11% -$409K 0.02% 397
2025
Q3 		$3.81M Buy
92,973
+63,832
+219% +$2.56M 0.02% 356
2025
Q2 		$1.15M Sell
29,141
-2,066
-7% -$76.7K 0.01% 639
2025
Q1 		$1.09M Buy
+31,207
New +$1.08M 0.01% 593

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

Sequoia Financial Advisors's DFSI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.6% in Q2 2026, selling an estimated $289K and leaving 78,288 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #428.

Sequoia Financial Advisors first reported a position in DFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.81M in Q3 2025. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Sequoia Financial Advisors held 78,288 shares of Dimensional International Sustainability Core 1 ETF worth $3.53M as of Q2 2026.
  • Sequoia Financial Advisors sold 6,435 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $289K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #428 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $3.81M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.