von Borstel & Associates’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

von Borstel & Associates’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	$1.22M	Buy	27,105 +9,974	+58%	+$448K	0.25%	18
2026 Q1	$726K	Buy	17,131 +4,028	+31%	+$178K	0.17%	21
2025 Q4	$561K	Buy	13,103 +103	+0.8%	+$4.29K	0.13%	23
2025 Q3	$539K	Sell	13,000 -41	-0.3%	-$1.64K	0.08%	92
2025 Q2	$511K	Sell	13,041 -1,560	-11%	-$57.9K	0.13%	22
2025 Q1	$509K	Buy	14,601 +133	+0.9%	+$4.61K	0.15%	21
2024 Q4	$475K	Buy	14,468 +6,747	+87%	+$230K	0.19%	22
2024 Q3	$275K	Buy	+7,721	New	+$264K	0.16%	30

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

von Borstel & Associates's DFSI Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 58% in Q2 2026, buying an estimated $448K and bringing the position to 27,105 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #18.

von Borstel & Associates first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

von Borstel & Associates held 27,105 shares of Dimensional International Sustainability Core 1 ETF worth $1.22M as of Q2 2026.
von Borstel & Associates bought 9,974 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $448K.
Dimensional International Sustainability Core 1 ETF made up 0.25% of von Borstel & Associates's portfolio in Q2 2026, its #18 holding.
von Borstel & Associates first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.