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
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

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

TCI Wealth Advisors's DFSI Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2% in Q2 2026, buying an estimated $98.4K and bringing the position to 110,345 shares worth $4.98M. The position accounts for 0.22% of the portfolio, ranked #49.

TCI Wealth Advisors first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • TCI Wealth Advisors held 110,345 shares of Dimensional International Sustainability Core 1 ETF worth $4.98M as of Q2 2026.
  • TCI Wealth Advisors bought 2,190 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $98.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.22% of TCI Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • TCI Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.