United Wealth Management
DFSI icon

United Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

United Wealth 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 		$684K Buy
15,152
+1
+0% +$46 0.18% 16
2026
Q2 		$683K Buy
15,151
+347
+2% +$15.6K 0.15% 18
2026
Q1 		$628K Sell
14,804
-94
-0.6% -$4.16K 0.16% 18
2025
Q4 		$638K Hold
14,898
– – 0.17% 18
2025
Q3 		$610K Hold
14,898
– – 0.17% 18
2025
Q2 		$587K Sell
14,898
-132
-0.9% -$4.9K 0.17% 18
2025
Q1 		$524K Buy
15,030
+373
+3% +$12.9K 0.16% 18
2024
Q4 		$481K Buy
+14,657
New +$499K 0.16% 18

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

United Wealth Management's DFSI Position: Q3 2026 in Review

United Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.01% in Q3 2026, buying an estimated $46 and bringing the position to 15,152 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #16.

United Wealth Management first reported a position in DFSI in Q4 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • United Wealth Management held 15,152 shares of Dimensional International Sustainability Core 1 ETF worth $684K as of Q3 2026.
  • United Wealth Management bought 1 Dimensional International Sustainability Core 1 ETF share in Q3 2026, an estimated $46.
  • Dimensional International Sustainability Core 1 ETF made up 0.18% of United Wealth Management's portfolio in Q3 2026, its #16 holding.
  • United Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.