SRWM
DFSI

Shira Ridge Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Shira Ridge Wealth Management’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 		$602K Sell
13,340
-4,420
-25% -$199K 0.21% 47
2026
Q1 		$753K Sell
17,760
-1,464
-8% -$64.9K 0.3% 41
2025
Q4 		$824K Sell
19,224
-366
-2% -$15.2K 0.33% 38
2025
Q3 		$802K Buy
19,590
+616
+3% +$24.7K 0.34% 38
2025
Q2 		$748K Hold
18,974
– – 0.34% 40
2025
Q1 		$662K Sell
18,974
-5,568
-23% -$193K 0.33% 42
2024
Q4 		$806K Hold
24,542
– – 0.39% 38
2024
Q3 		$877K Hold
24,542
– – 0.45% 37
2024
Q2 		$808K Buy
24,542
+300
+1% +$9.99K 0.45% 36
2024
Q1 		$816K Buy
24,242
+600
+3% +$19.4K 0.47% 35
2023
Q4 		$757K Buy
23,642
+2,250
+11% +$66.4K 0.45% 38
2023
Q3 		$614K Buy
21,392
+7,100
+50% +$214K 0.4% 39
2023
Q2 		$435K Hold
14,292
– – 0.27% 49
2023
Q1 		$429K Buy
14,292
+92
+0.6% +$2.71K 0.28% 52
2022
Q4 		$395K Buy
+14,200
New +$390K 0.27% 51

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

Shira Ridge Wealth Management's DFSI Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 25% in Q2 2026, selling an estimated $199K and leaving 13,340 shares worth $602K. The position accounts for 0.21% of the portfolio, ranked #47.

Shira Ridge Wealth Management first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $877K in Q3 2024. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Shira Ridge Wealth Management held 13,340 shares of Dimensional International Sustainability Core 1 ETF worth $602K as of Q2 2026.
  • Shira Ridge Wealth Management sold 4,420 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $199K.
  • Dimensional International Sustainability Core 1 ETF made up 0.21% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $877K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.