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

Wealth Advisors Northwest’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	$711K	Buy	15,765 +1,500	+11%	+$67.4K	0.24%	38
2026 Q1	$605K	Buy	14,265 +1,808	+15%	+$80.1K	0.25%	37
2025 Q4	$534K	Buy	12,457 +1,455	+13%	+$60.6K	0.24%	37
2025 Q3	$451K	Sell	11,002 -2,473	-18%	-$99.1K	0.22%	39
2025 Q2	$531K	Buy	13,475 +488	+4%	+$18.1K	0.28%	38
2025 Q1	$453K	Buy	12,987 +1,663	+15%	+$57.7K	0.29%	36
2024 Q4	$372K	Buy	+11,324	New	+$385K	0.25%	40

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wealth Advisors Northwest's DFSI Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 11% in Q2 2026, buying an estimated $67.4K and bringing the position to 15,765 shares worth $711K. The position accounts for 0.24% of the portfolio, ranked #38.

Wealth Advisors Northwest first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Wealth Advisors Northwest held 15,765 shares of Dimensional International Sustainability Core 1 ETF worth $711K as of Q2 2026.
Wealth Advisors Northwest bought 1,500 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $67.4K.
Dimensional International Sustainability Core 1 ETF made up 0.24% of Wealth Advisors Northwest's portfolio in Q2 2026, its #38 holding.
Wealth Advisors Northwest first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.