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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Altiora Financial Group's DFSI Position: Q2 2026 in Review

Altiora Financial Group held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2026 at 9,100 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #86.

Altiora Financial Group first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Altiora Financial Group held 9,100 shares of Dimensional International Sustainability Core 1 ETF worth $410K as of Q2 2026.
Altiora Financial Group left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional International Sustainability Core 1 ETF made up 0.06% of Altiora Financial Group's portfolio in Q2 2026, its #86 holding.
Altiora Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.