AF
DFSI

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

Advisornet Financial’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
Q1 		$531K Sell
12,535
-2,605
-17% -$115K 0.03% 377
2025
Q4 		$649K Buy
15,140
+149
+1% +$6.2K 0.03% 339
2025
Q3 		$614K Sell
14,991
-1,603
-10% -$64.2K 0.03% 339
2025
Q2 		$654K Buy
16,594
+3,607
+28% +$134K 0.04% 319
2025
Q1 		$453K Buy
12,987
+1,930
+17% +$66.9K 0.03% 370
2024
Q4 		$363K Buy
11,057
+1,927
+21% +$65.6K 0.03% 377
2024
Q3 		$326K Buy
9,130
+4
+0% +$137 0.02% 421
2024
Q2 		$301K Sell
9,126
-146
-2% -$4.86K 0.03% 396
2024
Q1 		$312K Sell
9,272
-9,655
-51% -$312K 0.03% 386
2023
Q4 		$606K Buy
18,927
+225
+1% +$6.64K 0.06% 290
2023
Q3 		$537K Buy
18,702
+3,355
+22% +$101K 0.05% 294
2023
Q2 		$467K Buy
15,347
+3,178
+26% +$96.8K 0.04% 319
2023
Q1 		$366K Buy
+12,169
New +$359K 0.03% 350

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Advisornet Financial's DFSI Position: Q1 2026 in Review

Advisornet Financial reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 17% in Q1 2026, selling an estimated $115K and leaving 12,535 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #377.

Advisornet Financial first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. The position peaked at $654K in Q2 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Advisornet Financial held 12,535 shares of Dimensional International Sustainability Core 1 ETF worth $531K as of Q1 2026.
  • Advisornet Financial sold 2,605 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $115K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #377 holding.
  • Advisornet Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Advisornet Financial's Dimensional International Sustainability Core 1 ETF position peaked at $654K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.