AA Financial Advisors
DFSI icon

AA Financial Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

AA Financial Advisors’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
Q3 		$374K Buy
8,283
+2,967
+56% +$137K 0.04% 186
2026
Q2 		$240K Sell
5,316
-175
-3% -$7.87K 0.03% 212
2026
Q1 		$233K Buy
+5,491
New +$243K 0.03% 203

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors's DFSI Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 56% in Q3 2026, buying an estimated $137K and bringing the position to 8,283 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #186.

AA Financial Advisors first reported a position in DFSI in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • AA Financial Advisors held 8,283 shares of Dimensional International Sustainability Core 1 ETF worth $374K as of Q3 2026.
  • AA Financial Advisors bought 2,967 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $137K.
  • Dimensional International Sustainability Core 1 ETF made up 0.04% of AA Financial Advisors's portfolio in Q3 2026, its #186 holding.
  • AA Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2026 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.