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
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
New +$939K 0.48% 18
2025
Q1 		$606K Buy
17,370
+10,180
+142% +$353K 0.41% 19
2024
Q4 		$2.36K Buy
+7,190
New +$245K 0.18% 32

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Wealth Management Strategies's DFSI Position: Q1 2026 in Review

Wealth Management Strategies increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.24% in Q1 2026, buying an estimated $2.66K and bringing the position to 25,075 shares worth $1.06M. The position accounts for 0.48% of the portfolio, ranked #18.

Wealth Management Strategies first reported a position in DFSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Wealth Management Strategies held 25,075 shares of Dimensional International Sustainability Core 1 ETF worth $1.06M as of Q1 2026.
  • Wealth Management Strategies bought 60 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $2.66K.
  • Dimensional International Sustainability Core 1 ETF made up 0.48% of Wealth Management Strategies's portfolio in Q1 2026, its #18 holding.
  • Wealth Management Strategies first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Dimensional International Sustainability Core 1 ETF position peaked at $1.07M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.