DFSI β€” Dimensional International Sustainability Core ETF

Ownership history in Graves Light Lenhart Wealth, Inc.  Β·  7 quarters on record

AI Ownership Summary

Graves Light Lenhart Wealth, Inc. reported Dimensional International Sustainability Core ETF (DFSI) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows DFSI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graves Light Lenhart Wealth, Inc.'s position in Dimensional International Sustainability Core ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graves Light Lenhart Wealth, Inc. held DFSI β€” position size vs. price
% of Fund (quarterly)    DFSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,996 β€” 0% 0.03% $254K 2026-04-08 $44.71
2025 Q4 UNCHANGED 5,996 β€” 0% 0.03% $257K 2026-01-09 $44.06
2025 Q3 UNCHANGED 5,996 β€” 0% 0.03% $246K 2025-10-07 $41.02
2025 Q2 UNCHANGED 5,996 β€” 0% 0.03% $236K 2025-07-09 $39.18
2025 Q1 UNCHANGED 5,996 β€” 0% 0.03% $209K 2025-04-09 $32.99
2024 Q3 UNCHANGED 5,996 β€” 0% 0.03% $214K 2024-11-14 $32.26
2024 Q1 INITIATED 5,996 β€” β€” 0.02% $202K 2024-05-13 $32.07

FAQ About Graves Light Lenhart Wealth, Inc. and DFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graves Light Lenhart Wealth, Inc. reported owning DFSI?

Graves Light Lenhart Wealth, Inc. reported DFSI across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DFSI position in Graves Light Lenhart Wealth, Inc.'s portfolio?

The largest reported portfolio weight for DFSI was 0.03% in 2025 Q2.

What is the latest reported DFSI position on this page?

The most recent filing on this page is 2026 Q1, when Graves Light Lenhart Wealth, Inc. reported 5,996 shares, equal to 0.03% of portfolio, with an estimated market value of $254K.

What does the chart on this DFSI ownership page compare?

The chart compares Graves Light Lenhart Wealth, Inc.'s quarterly DFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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