TI
DFSI

Truepoint Inc’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Truepoint Inc’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
Q1 		$2.72M Sell
64,067
-2,494
-4% -$110K 0.06% 49
2025
Q4 		$2.85M Sell
66,561
-178
-0.3% -$7.41K 0.06% 49
2025
Q3 		$2.73M Sell
66,739
-28
-0% -$1.12K 0.06% 46
2025
Q2 		$2.63M Sell
66,767
-10,155
-13% -$377K 0.07% 45
2025
Q1 		$2.68M Buy
76,922
+2,051
+3% +$71.1K 0.07% 43
2024
Q4 		$2.46M Buy
74,871
+1,613
+2% +$54.9K 0.07% 45
2024
Q3 		$2.62M Buy
73,258
+17,678
+32% +$605K 0.07% 42
2024
Q2 		$1.83M Buy
55,580
+6,988
+14% +$233K 0.05% 45
2024
Q1 		$1.64M Buy
48,592
+11,208
+30% +$362K 0.05% 47
2023
Q4 		$1.2M Buy
37,384
+499
+1% +$14.7K 0.04% 72
2023
Q3 		$1.06M Buy
36,885
+74
+0.2% +$2.23K 0.03% 74
2023
Q2 		$1.12M Buy
36,811
+2,249
+7% +$68.5K 0.04% 64
2023
Q1 		$1.04M Buy
+34,562
New +$1.02M 0.04% 66

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Truepoint Inc's DFSI Position: Q1 2026 in Review

Truepoint Inc reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.7% in Q1 2026, selling an estimated $110K and leaving 64,067 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #49.

Truepoint Inc first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.85M in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Truepoint Inc held 64,067 shares of Dimensional International Sustainability Core 1 ETF worth $2.72M as of Q1 2026.
  • Truepoint Inc sold 2,494 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $110K.
  • Dimensional International Sustainability Core 1 ETF made up 0.06% of Truepoint Inc's portfolio in Q1 2026, its #49 holding.
  • Truepoint Inc first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Truepoint Inc's Dimensional International Sustainability Core 1 ETF position peaked at $2.85M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.