AC
DFSI

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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return