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
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 $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return