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 Q3	$411K	Hold	9,100	–	–	0.07%	80
2026 Q2	$410K	Hold	9,100	–	–	0.06%	86
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Altiora Financial Group's DFSI Position: Q3 2026 in Review

Altiora Financial Group held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q3 2026 at 9,100 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #80.

Altiora Financial Group first reported a position in DFSI in Q2 2024 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Altiora Financial Group held 9,100 shares of Dimensional International Sustainability Core 1 ETF worth $411K as of Q3 2026.
Altiora Financial Group left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional International Sustainability Core 1 ETF made up 0.07% of Altiora Financial Group's portfolio in Q3 2026, its #80 holding.
Altiora Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
147 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.