TWA
DFSI

TCI Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

TCI Wealth 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
Q1 		$4.59M Sell
108,155
-370
-0.3% -$16.4K 0.24% 47
2025
Q4 		$4.65M Buy
108,525
+15,112
+16% +$629K 0.26% 45
2025
Q3 		$3.83M Buy
93,413
+62,670
+204% +$2.51M 0.23% 50
2025
Q2 		$1.21M Buy
30,743
+7,890
+35% +$293K 0.08% 89
2025
Q1 		$797K Buy
22,853
+594
+3% +$20.6K 0.06% 96
2024
Q4 		$731K Buy
22,259
+1,626
+8% +$55.3K 0.06% 98
2024
Q3 		$737K Buy
20,633
+8,273
+67% +$283K 0.06% 98
2024
Q2 		$407K Buy
12,360
+1,222
+11% +$40.7K 0.04% 141
2024
Q1 		$375K Buy
11,138
+1,521
+16% +$49.2K 0.04% 144
2023
Q4 		$308K Hold
9,617
– – 0.03% 157
2023
Q3 		$276K Buy
9,617
+1,617
+20% +$48.7K 0.04% 161
2023
Q2 		$244K Hold
8,000
– – 0.03% 167
2023
Q1 		$240K Hold
8,000
– – 0.03% 162
2022
Q4 		$222K Buy
+8,000
New +$220K 0.03% 167

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 $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return