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
Q2 		$9.87M Buy
218,754
+160,368
+275% +$7.21M 0.05% 176
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 $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

Wealthspire Advisors (New York)'s DFSI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 275% in Q2 2026, buying an estimated $7.21M and bringing the position to 218,754 shares worth $9.87M. The position accounts for 0.05% of the portfolio, ranked #176.

Wealthspire Advisors (New York) first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Wealthspire Advisors (New York) held 218,754 shares of Dimensional International Sustainability Core 1 ETF worth $9.87M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 160,368 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $7.21M.
  • Dimensional International Sustainability Core 1 ETF made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #176 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.