WANY
DFSI

Wealthspire Advisors (New York)’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Wealthspire Advisors (New York)’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 		$2.48M Sell
58,386
-988
-2% -$43.8K 0.02% 252
2025
Q4 		$2.54M Sell
59,374
-154
-0.3% -$6.41K 0.02% 257
2025
Q3 		$2.44M Sell
59,528
-3,554
-6% -$142K 0.01% 249
2025
Q2 		$2.49M Buy
63,082
+156
+0.2% +$5.79K 0.01% 249
2025
Q1 		$2.2M Sell
62,926
-270
-0.4% -$9.37K 0.01% 262
2024
Q4 		$2.08M Sell
63,196
-33,974
-35% -$1.16M 0.02% 241
2024
Q3 		$3.47M Buy
+97,170
New +$3.32M 0.04% 174

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 $538M 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