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 Q3	$836K	Buy	18,498 +2,733	+17%	+$126K	0.28%	36
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Wealth Advisors Northwest's DFSI Position: Q3 2026 in Review

Wealth Advisors Northwest increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 17% in Q3 2026, buying an estimated $126K and bringing the position to 18,498 shares worth $836K. The position accounts for 0.28% of the portfolio, ranked #36.

Wealth Advisors Northwest first reported a position in DFSI in Q4 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Wealth Advisors Northwest held 18,498 shares of Dimensional International Sustainability Core 1 ETF worth $836K as of Q3 2026.
Wealth Advisors Northwest bought 2,733 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $126K.
Dimensional International Sustainability Core 1 ETF made up 0.28% of Wealth Advisors Northwest's portfolio in Q3 2026, its #36 holding.
Wealth Advisors Northwest first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Wealth Advisors Northwest's 13F filing for Q3 2026, filed 29 Oct 2026.