DFSI β€” DIMENSIONAL INTL SUSTAINABILITY CORE 1

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported DIMENSIONAL INTL SUSTAINABILITY CORE 1 (DFSI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows DFSI at 0.13% 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 von Borstel & Associates, Inc.'s position in DIMENSIONAL INTL SUSTAINABILITY CORE 1, 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
2025 Q4

DFSI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 von Borstel & Associates, Inc. held DFSI β€” position size vs. price
% of Fund (quarterly)    DFSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,103 +103 +0.8% 0.13% $561K 2026-02-14 (Est.) $45.83
2025 Q3 REDUCED 13,000 -41 -0.3% 0.08% $539K 2025-11-14 $41.15
2025 Q2 REDUCED 13,041 -1,560 -10.7% 0.13% $511K 2025-08-11 $39.30
2025 Q1 ADDED 14,601 +133 +0.9% 0.15% $509K 2025-04-29 $35.83
2024 Q4 ADDED 14,468 +6,747 +87.4% 0.19% $475K 2025-02-11 $33.87
2024 Q3 INITIATED 7,721 β€” β€” 0.16% $275K 2024-10-15 $33.64

FAQ About von Borstel & Associates, 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 von Borstel & Associates, Inc. reported owning DFSI?

von Borstel & Associates, Inc. reported DFSI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFSI position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFSI was 0.19% in 2024 Q4.

What is the latest reported DFSI position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 13,103 shares, equal to 0.13% of portfolio, with an estimated market value of $561K.

What does the chart on this DFSI ownership page compare?

The chart compares von Borstel & Associates, 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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