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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
Q3 		$277K Hold
6,135
– – 0.07% 86
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DFP
Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

True Wealth Design's DFSI Position: Q3 2026 in Review

True Wealth Design held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q3 2026 at 6,135 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #86.

True Wealth Design first reported a position in DFSI in Q4 2023 and has held it in 12 quarters since. The position peaked at $347K in Q3 2025. 51 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • True Wealth Design held 6,135 shares of Dimensional International Sustainability Core 1 ETF worth $277K as of Q3 2026.
  • True Wealth Design left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q3 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.07% of True Wealth Design's portfolio in Q3 2026, its #86 holding.
  • True Wealth Design first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
  • True Wealth Design's Dimensional International Sustainability Core 1 ETF position peaked at $347K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.