WMS
DFSI

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

Wealth Management Strategies’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 		$1.13M Sell
24,957
-118
-0.5% -$5.3K 0.44% 19
2026
Q1 		$1.06M Buy
25,075
+60
+0.2% +$2.66K 0.48% 18
2025
Q4 		$1.07M Buy
25,015
+1,576
+7% +$65.6K 0.49% 18
2025
Q3 		$960K Buy
23,439
+84
+0.4% +$3.37K 0.48% 18
2025
Q2 		$920K Buy
23,355
+5,985
+34% +$222K 0.49% 19
2025
Q1 		$606K Buy
17,370
+10,180
+142% +$353K 0.41% 19
2024
Q4 		$236K Buy
+7,190
New +$245K 0.18% 32

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 Management Strategies's DFSI Position: Q2 2026 in Review

Wealth Management Strategies reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.47% in Q2 2026, selling an estimated $5.3K and leaving 24,957 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #19.

Wealth Management Strategies first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Wealth Management Strategies held 24,957 shares of Dimensional International Sustainability Core 1 ETF worth $1.13M as of Q2 2026.
  • Wealth Management Strategies sold 118 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.3K.
  • Dimensional International Sustainability Core 1 ETF made up 0.44% of Wealth Management Strategies's portfolio in Q2 2026, its #19 holding.
  • Wealth Management Strategies first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.