WA
DFSI

Winter & Associates’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Winter & Associates’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 		$354K Buy
+7,860
New +$353K 0.27% 56

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

Winter & Associates's DFSI Position: Q2 2026 in Review

Winter & Associates opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 7,860 shares worth $354K. The stake represents 0.27% of the portfolio and ranks #56 among its holdings.

236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Winter & Associates held 7,860 shares of Dimensional International Sustainability Core 1 ETF worth $354K as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Winter & Associates position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.27% of Winter & Associates's portfolio in Q2 2026, its #56 holding.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.