Trellis Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Trellis 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	$1.76M	Buy	39,093 +159	+0.4%	+$7.15K	0.61%	17
2026 Q1	$1.65M	Sell	38,934 -9,020	-19%	-$400K	0.63%	16
2025 Q4	$2.05M	Sell	47,954 -17	-0%	-$708	0.8%	15
2025 Q3	$1.96M	Sell	47,971 -2,713	-5%	-$109K	0.8%	15
2025 Q2	$2M	Buy	50,684 +554	+1%	+$20.6K	0.87%	15
2025 Q1	$1.75M	Buy	50,130 +186	+0.4%	+$6.45K	0.85%	15
2024 Q4	$1.64M	Sell	49,944 -3,154	-6%	-$107K	0.83%	14
2024 Q3	$1.9M	Buy	53,098 +2,429	+5%	+$83.1K	0.95%	13
2024 Q2	$1.67M	Buy	50,669 +9,225	+22%	+$307K	0.92%	13
2024 Q1	$1.4M	Buy	41,444 +641	+2%	+$20.7K	0.79%	14
2023 Q4	$1.31M	Sell	40,803 -36,169	-47%	-$1.07M	0.71%	17
2023 Q3	$2.21M	Buy	76,972 +59,638	+344%	+$1.8M	1.39%	15
2023 Q2	$528K	Buy	17,334 +40	+0.2%	+$1.22K	0.35%	21
2023 Q1	$520K	Buy	17,294 +9,593	+125%	+$283K	0.38%	20
2022 Q4	$214K	Buy	+7,701	New	+$212K	0.18%	26

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Trellis Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.41% in Q2 2026, buying an estimated $7.15K and bringing the position to 39,093 shares worth $1.76M. The position accounts for 0.61% of the portfolio, ranked #17.

Trellis Wealth Advisors first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q3 2023. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Trellis Wealth Advisors held 39,093 shares of Dimensional International Sustainability Core 1 ETF worth $1.76M as of Q2 2026.
Trellis Wealth Advisors bought 159 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $7.15K.
Dimensional International Sustainability Core 1 ETF made up 0.61% of Trellis Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Trellis Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
Trellis Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $2.21M in Q3 2023.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.