Apella Capital
DFSI icon

Apella Capital’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Apella Capital’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 		$16.3M Buy
364,186
+60,432
+20% +$2.8M 0.21% 90
2026
Q2 		$13.8M Buy
303,754
+13,843
+5% +$622K 0.2% 91
2026
Q1 		$13.3M Buy
289,911
+77,453
+36% +$3.43M 0.2% 92
2025
Q4 		$9.1M Buy
212,458
+20,698
+11% +$862K 0.18% 99
2025
Q3 		$7.91M Buy
191,760
+37,417
+24% +$1.5M 0.18% 96
2025
Q2 		$6.04M Buy
154,343
+9,227
+6% +$343K 0.16% 99
2025
Q1 		$4.9M Buy
145,116
+31,754
+28% +$1.1M 0.17% 93
2024
Q4 		$3.72M Buy
113,362
+11,285
+11% +$384K 0.14% 89
2024
Q3 		$3.6M Buy
102,077
+16,665
+20% +$570K 0.15% 81
2024
Q2 		$2.86M Buy
85,412
+14,133
+20% +$471K 0.13% 86
2024
Q1 		$2.39M Buy
71,279
+47,595
+201% +$1.54M 0.12% 88
2023
Q4 		$743K Buy
23,684
+13,732
+138% +$405K 0.04% 154
2023
Q3 		$286K Buy
+9,952
New +$300K 0.02% 220

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
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
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Donalies Financial Planning
Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Apella Capital's DFSI Position: Q3 2026 in Review

Apella Capital increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 20% in Q3 2026, buying an estimated $2.8M and bringing the position to 364,186 shares worth $16.3M. The position accounts for 0.21% of the portfolio, ranked #90.

Apella Capital first reported a position in DFSI in Q3 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Apella Capital held 364,186 shares of Dimensional International Sustainability Core 1 ETF worth $16.3M as of Q3 2026.
  • Apella Capital bought 60,432 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.8M.
  • Dimensional International Sustainability Core 1 ETF made up 0.21% of Apella Capital's portfolio in Q3 2026, its #90 holding.
  • Apella Capital first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.