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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return