UWM
DFSI

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

United Wealth Management's DFSI Position: Q2 2026 in Review

United Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 15,151 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #18.

United Wealth Management first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • United Wealth Management held 15,151 shares of Dimensional International Sustainability Core 1 ETF worth $683K as of Q2 2026.
  • United Wealth Management bought 347 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $15.6K.
  • Dimensional International Sustainability Core 1 ETF made up 0.15% of United Wealth Management's portfolio in Q2 2026, its #18 holding.
  • United Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.