TWD
DFSI

True Wealth Design’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

True Wealth Design’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 		$277K Sell
6,135
-563
-8% -$25.3K 0.07% 77
2026
Q1 		$284K Sell
6,698
-330
-5% -$14.6K 0.08% 61
2025
Q4 		$301K Sell
7,028
-1,442
-17% -$60K 0.09% 47
2025
Q3 		$347K Buy
8,470
+286
+3% +$11.5K 0.11% 35
2025
Q2 		$323K Buy
8,184
+4,336
+113% +$161K 0.11% 31
2025
Q1 		$134K Buy
3,848
+371
+11% +$12.9K 0.05% 64
2024
Q4 		$114K Buy
3,477
+503
+17% +$17.1K 0.04% 62
2024
Q3 		$106K Hold
2,974
– – 0.04% 57
2024
Q2 		$98K Buy
2,974
+60
+2% +$2K 0.02% 137
2024
Q1 		$98.1K Buy
2,914
+187
+7% +$6.04K 0.02% 139
2023
Q4 		$87.4K Buy
+2,727
New +$80.4K 0.02% 136

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
AC
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
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

True Wealth Design's DFSI Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 8.4% in Q2 2026, selling an estimated $25.3K and leaving 6,135 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #77.

True Wealth Design first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $347K in Q3 2025. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • True Wealth Design held 6,135 shares of Dimensional International Sustainability Core 1 ETF worth $277K as of Q2 2026.
  • True Wealth Design sold 563 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $25.3K.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #77 holding.
  • True Wealth Design first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • True Wealth Design's Dimensional International Sustainability Core 1 ETF position peaked at $347K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.