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Towneley Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Towneley Capital 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
Q3 		$225K Buy
4,991
+20
+0.4% +$925 0.04% 44
2026
Q2 		$224K Buy
4,971
+23
+0.5% +$1.03K 0.04% 43
2026
Q1 		$210K Sell
4,948
-26
-0.5% -$1.15K 0.04% 41
2025
Q4 		$213K Buy
+4,974
New +$207K 0.04% 39

Other funds holding DFSI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Towneley Capital Management's DFSI Position: Q3 2026 in Review

Towneley Capital Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.4% in Q3 2026, buying an estimated $925 and bringing the position to 4,991 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #44.

Towneley Capital Management first reported a position in DFSI in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Towneley Capital Management held 4,991 shares of Dimensional International Sustainability Core 1 ETF worth $225K as of Q3 2026.
  • Towneley Capital Management bought 20 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $925.
  • Dimensional International Sustainability Core 1 ETF made up 0.04% of Towneley Capital Management's portfolio in Q3 2026, its #44 holding.
  • Towneley Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.