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Vise Technologies’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Vise Technologies’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 		$1.71M Buy
37,957
+18,621
+96% +$837K 0.02% 591
2026
Q1 		$828K Hold
19,336
– – 0.02% 652
2025
Q4 		$828K Buy
19,336
+14,119
+271% +$588K 0.02% 657
2025
Q3 		$214K Buy
+5,217
New +$209K 0.01% 1096

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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

Vise Technologies's DFSI Position: Q2 2026 in Review

Vise Technologies increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 96% in Q2 2026, buying an estimated $837K and bringing the position to 37,957 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #591.

Vise Technologies first reported a position in DFSI in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Vise Technologies held 37,957 shares of Dimensional International Sustainability Core 1 ETF worth $1.71M as of Q2 2026.
  • Vise Technologies bought 18,621 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $837K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #591 holding.
  • Vise Technologies first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.