Wealth Enhancement Advisory Services
DFSI icon

Wealth Enhancement Advisory Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.1M Buy
181,311
+24,784
+16% +$1.15M 0.01% 817
2026
Q2 		$7.11M Buy
156,527
+4,671
+3% +$210K 0.01% 823
2026
Q1 		$6.51M Sell
151,856
-20,221
-12% -$896K 0.01% 770
2025
Q4 		$7.54M Buy
172,077
+9,131
+6% +$380K 0.01% 816
2025
Q3 		$6.73M Buy
162,946
+18,897
+13% +$757K 0.01% 817
2025
Q2 		$5.68M Sell
144,049
-1,074
-0.7% -$39.9K 0.01% 846
2025
Q1 		$5.06M Buy
145,123
+1,285
+0.9% +$44.6K 0.01% 832
2024
Q4 		$4.73M Buy
143,838
+13,771
+11% +$469K 0.01% 824
2024
Q3 		$4.65M Buy
130,067
+15,056
+13% +$515K 0.01% 752
2024
Q2 		$3.79M Buy
115,011
+502
+0.4% +$16.7K 0.01% 769
2024
Q1 		$3.86M Buy
114,509
+9,669
+9% +$313K 0.01% 734
2023
Q4 		$3.36M Buy
104,840
+18,725
+22% +$552K 0.01% 723
2023
Q3 		$2.47M Buy
+86,115
New +$2.59M 0.01% 787

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFSI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 16% in Q3 2026, buying an estimated $1.15M and bringing the position to 181,311 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #817.

Wealth Enhancement Advisory Services first reported a position in DFSI in Q3 2023 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 181,311 shares of Dimensional International Sustainability Core 1 ETF worth $8.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 24,784 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.15M.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #817 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 13 quarters since.
  • 82 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.