WWP
DFSI

Waypoint Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$3.06M Buy
77,558
+21,341
+38% +$793K 0.74% 15
2025
Q1 		$1.96M Buy
56,217
+451
+0.8% +$15.6K 0.54% 20
2024
Q4 		$1.83M Buy
55,766
+12,959
+30% +$441K 0.5% 21
2024
Q3 		$1.53M Sell
42,807
-873
-2% -$29.9K 0.41% 26
2024
Q2 		$1.44M Buy
43,680
+23,455
+116% +$781K 0.42% 24
2024
Q1 		$681K Buy
20,225
+5,485
+37% +$177K 0.19% 32
2023
Q4 		$472K Buy
14,740
+750
+5% +$22.1K 0.15% 42
2023
Q3 		$402K Buy
13,990
+3,880
+38% +$117K 0.14% 48
2023
Q2 		$308K Buy
10,110
+715
+8% +$21.8K 0.11% 55
2023
Q1 		$282K Buy
+9,395
New +$277K 0.1% 54

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Waypoint Wealth Partners's DFSI Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 38% in Q2 2025, buying an estimated $793K and bringing the position to 77,558 shares worth $3.06M. The position accounts for 0.74% of the portfolio, ranked #15.

Waypoint Wealth Partners first reported a position in DFSI in Q1 2023 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

  • Waypoint Wealth Partners held 77,558 shares of Dimensional International Sustainability Core 1 ETF worth $3.06M as of Q2 2025.
  • Waypoint Wealth Partners bought 21,341 Dimensional International Sustainability Core 1 ETF shares in Q2 2025, an estimated $793K.
  • Dimensional International Sustainability Core 1 ETF made up 0.74% of Waypoint Wealth Partners's portfolio in Q2 2025, its #15 holding.
  • Waypoint Wealth Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.