AFG
DFSI

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

Altiora Financial Group’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 		$386K Hold
9,100
– – 0.06% 83
2025
Q4 		$390K Hold
9,100
– – 0.07% 74
2025
Q3 		$373K Hold
9,100
– – 0.07% 72
2025
Q2 		$359K Hold
9,100
– – 0.07% 76
2025
Q1 		$317K Hold
9,100
– – 0.07% 78
2024
Q4 		$299K Hold
9,100
– – 0.07% 82
2024
Q3 		$325K Hold
9,100
– – 0.07% 78
2024
Q2 		$300K Buy
+9,100
New +$303K 0.07% 74

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

Altiora Financial Group's DFSI Position: Q1 2026 in Review

Altiora Financial Group held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 9,100 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #83.

Altiora Financial Group first reported a position in DFSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $390K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Altiora Financial Group held 9,100 shares of Dimensional International Sustainability Core 1 ETF worth $386K as of Q1 2026.
  • Altiora Financial Group left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.06% of Altiora Financial Group's portfolio in Q1 2026, its #83 holding.
  • Altiora Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 8 quarters since.
  • Altiora Financial Group's Dimensional International Sustainability Core 1 ETF position peaked at $390K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.