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 Q2	$6.91M	Buy	153,263 +1,316	+0.9%	+$59.2K	0.55%	37
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

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

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

FOA

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Wealth Architects's DFSI Position: Q2 2026 in Review

Wealth Architects increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.87% in Q2 2026, buying an estimated $59.2K and bringing the position to 153,263 shares worth $6.91M. The position accounts for 0.55% of the portfolio, ranked #37.

Wealth Architects first reported a position in DFSI in Q2 2023 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Wealth Architects held 153,263 shares of Dimensional International Sustainability Core 1 ETF worth $6.91M as of Q2 2026.
Wealth Architects bought 1,316 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $59.2K.
Dimensional International Sustainability Core 1 ETF made up 0.55% of Wealth Architects's portfolio in Q2 2026, its #37 holding.
Wealth Architects first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.