TCI Wealth Advisors
DFSI icon

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
Q3 		$5.14M Buy
113,877
+3,532
+3% +$163K 0.21% 56
2026
Q2 		$4.98M Buy
110,345
+2,190
+2% +$98.4K 0.22% 49
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

TCI Wealth Advisors's DFSI Position: Q3 2026 in Review

TCI Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.2% in Q3 2026, buying an estimated $163K and bringing the position to 113,877 shares worth $5.14M. The position accounts for 0.21% of the portfolio, ranked #56.

TCI Wealth Advisors first reported a position in DFSI in Q4 2022 and has held it in 16 quarters since. 129 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • TCI Wealth Advisors held 113,877 shares of Dimensional International Sustainability Core 1 ETF worth $5.14M as of Q3 2026.
  • TCI Wealth Advisors bought 3,532 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $163K.
  • Dimensional International Sustainability Core 1 ETF made up 0.21% of TCI Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • TCI Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 16 quarters since.
  • 129 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.