Wealth Enhancement Advisory Services
DFSI

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
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

Focus Partners Wealth
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.1% in Q2 2026, buying an estimated $210K and bringing the position to 156,527 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #823.

Wealth Enhancement Advisory Services first reported a position in DFSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.54M in Q4 2025. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 156,527 shares of Dimensional International Sustainability Core 1 ETF worth $7.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,671 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $210K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #823 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional International Sustainability Core 1 ETF position peaked at $7.54M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.