TIM
DFSI

Tortoise Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2,420
Closed -$99.1K – 538
2025
Q3 		$99.1K Hold
2,420
– – 0.01% 310
2025
Q2 		$95.4K Hold
2,420
– – 0.01% 304
2025
Q1 		$84.4K Hold
2,420
– – 0.01% 310
2024
Q4 		$79.5K Hold
2,420
– – 0.01% 339
2024
Q3 		$86.5K Buy
2,420
+1,150
+91% +$39.3K 0.01% 330
2024
Q2 		$41.8K Hold
1,270
– – ﹤0.01% 413
2024
Q1 		$42.8K Buy
1,270
+930
+274% +$30.1K 0.01% 401
2023
Q4 		$10.9K Hold
340
– – ﹤0.01% 561
2023
Q3 		$9.76K Buy
+340
New +$10.2K ﹤0.01% 560

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Tortoise Investment Management's DFSI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2025, closing a stake of 2,420 shares — an estimated $99.1K sold.

Tortoise Investment Management first reported a position in DFSI in Q3 2023 and held it in 9 quarters. The position peaked at $99.1K in Q3 2025. 216 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2,420 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $99.1K.
  • Tortoise Investment Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's Dimensional International Sustainability Core 1 ETF position peaked at $99.1K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.