SIMC
DFSI

Squire Investment Management Company’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Squire Investment Management Company’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 		$448K Buy
+9,937
New +$447K 0.11% 60

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
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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Squire Investment Management Company's DFSI Position: Q2 2026 in Review

Squire Investment Management Company opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 9,937 shares worth $448K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings.

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

  • Squire Investment Management Company held 9,937 shares of Dimensional International Sustainability Core 1 ETF worth $448K as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Squire Investment Management Company position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.11% of Squire Investment Management Company's portfolio in Q2 2026, its #60 holding.
  • 193 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.