Waverly Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Waverly Advisors’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	$552K	Buy	13,014 +390	+3%	+$17.3K	﹤0.01%	1036
2025 Q4	$541K	Hold	12,624	–	–	﹤0.01%	976
2025 Q3	$517K	Hold	12,624	–	–	0.01%	843
2025 Q2	$498K	Hold	12,624	–	–	0.01%	798
2025 Q1	$440K	Sell	12,624 -300	-2%	-$10.4K	0.01%	811
2024 Q4	$425K	Hold	12,924	–	–	0.01%	722
2024 Q3	$462K	Sell	12,924 -1,000	-7%	-$34.2K	0.01%	602
2024 Q2	$459K	Hold	13,924	–	–	0.01%	597
2024 Q1	$469K	Sell	13,924 -1,829	-12%	-$59.1K	0.01%	491
2023 Q4	$505K	Sell	15,753 -5,701	-27%	-$168K	0.02%	297
2023 Q3	$616K	Sell	21,454 -4,316	-17%	-$130K	0.03%	236
2023 Q2	$785K	Buy	+25,770	New	+$785K	0.03%	204

Other funds holding DFSI

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

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Waverly Advisors's DFSI Position: Q1 2026 in Review

Waverly Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 13,014 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Waverly Advisors first reported a position in DFSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $785K in Q2 2023. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

Waverly Advisors held 13,014 shares of Dimensional International Sustainability Core 1 ETF worth $552K as of Q1 2026.
Waverly Advisors bought 390 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $17.3K.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1036 holding.
Waverly Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
Waverly Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $785K in Q2 2023.
227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.