TWM
DFSI

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

Timmons 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 		$43.6K Buy
967
+69
+8% +$3.1K 0.03% 50
2026
Q1 		$38.1K Hold
898
– – 0.04% 47
2025
Q4 		$38.5K Buy
+898
New +$37.4K 0.04% 50

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

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

Timmons Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.7% in Q2 2026, buying an estimated $3.1K and bringing the position to 967 shares worth $43.6K. The position accounts for 0.03% of the portfolio, ranked #50.

Timmons Wealth Management first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Timmons Wealth Management held 967 shares of Dimensional International Sustainability Core 1 ETF worth $43.6K as of Q2 2026.
  • Timmons Wealth Management bought 69 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.1K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Timmons Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Timmons Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.