TWM
DFSI

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

Tanager 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 		$357K Buy
7,921
+9
+0.1% +$405 0.03% 113
2026
Q1 		$335K Sell
7,912
-1,870
-19% -$82.8K 0.03% 108
2025
Q4 		$419K Sell
9,782
-2,872
-23% -$120K 0.04% 90
2025
Q3 		$518K Sell
12,654
-1,649
-12% -$66.1K 0.05% 75
2025
Q2 		$564K Buy
14,303
+954
+7% +$35.4K 0.07% 71
2025
Q1 		$466K Sell
13,349
-8
-0.1% -$277 0.06% 71
2024
Q4 		$439K Buy
13,357
+2,956
+28% +$101K 0.06% 69
2024
Q3 		$372K Buy
10,401
+1,323
+15% +$45.3K 0.05% 75
2024
Q2 		$299K Buy
9,078
+367
+4% +$12.2K 0.04% 74
2024
Q1 		$293K Buy
8,711
+254
+3% +$8.21K 0.05% 73
2023
Q4 		$271K Buy
+8,457
New +$249K 0.05% 69

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

Tanager Wealth Management's DFSI Position: Q2 2026 in Review

Tanager Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.11% in Q2 2026, buying an estimated $405 and bringing the position to 7,921 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #113.

Tanager Wealth Management first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $564K in Q2 2025. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Tanager Wealth Management held 7,921 shares of Dimensional International Sustainability Core 1 ETF worth $357K as of Q2 2026.
  • Tanager Wealth Management bought 9 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $405.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Tanager Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • Tanager Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $564K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.