WA
DFSI

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

Wealth Architects’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 		$6.44M Sell
151,947
-3,287
-2% -$146K 0.57% 33
2025
Q4 		$6.65M Buy
155,234
+30,854
+25% +$1.28M 0.6% 33
2025
Q3 		$5.09M Buy
124,380
+12,969
+12% +$520K 0.48% 38
2025
Q2 		$4.39M Buy
111,411
+17,314
+18% +$643K 0.45% 39
2025
Q1 		$3.28M Buy
94,097
+8,052
+9% +$279K 0.36% 43
2024
Q4 		$2.83M Buy
86,045
+8,591
+11% +$292K 0.32% 48
2024
Q3 		$2.77M Buy
77,454
+15,423
+25% +$528K 0.31% 47
2024
Q2 		$2.04M Buy
62,031
+37,394
+152% +$1.25M 0.25% 52
2024
Q1 		$830K Buy
24,637
+827
+3% +$26.7K 0.11% 86
2023
Q4 		$763K Buy
23,810
+2,814
+13% +$83K 0.11% 85
2023
Q3 		$603K Buy
20,996
+259
+1% +$7.8K 0.1% 93
2023
Q2 		$631K Buy
+20,737
New +$631K 0.1% 87

Other funds holding DFSI

Focus Partners Wealth
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
AC
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M 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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return