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

Focus Partners Wealth
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Apella Capital's DFSI Position: Q2 2026 in Review

Apella Capital increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.8% in Q2 2026, buying an estimated $622K and bringing the position to 303,754 shares worth $13.8M. The position accounts for 0.2% of the portfolio, ranked #91.

Apella Capital first reported a position in DFSI in Q3 2023 and has held it in 12 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Apella Capital held 303,754 shares of Dimensional International Sustainability Core 1 ETF worth $13.8M as of Q2 2026.
  • Apella Capital bought 13,843 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $622K.
  • Dimensional International Sustainability Core 1 ETF made up 0.2% of Apella Capital's portfolio in Q2 2026, its #91 holding.
  • Apella Capital first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.