Archer Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Archer Investment Management’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	$212K	Sell	4,693 -20	-0.4%	-$925	0.07%	109
2026 Q2	$213K	Sell	4,713 -4,259	-47%	-$191K	0.07%	106
2026 Q1	$380K	Sell	8,972 -52,845	-85%	-$2.34M	0.16%	80
2025 Q4	$2.65M	Sell	61,817 -19,754	-24%	-$822K	1.42%	22
2025 Q3	$3.34M	Buy	81,571 +6,747	+9%	+$270K	2.05%	16
2025 Q2	$2.95M	Sell	74,824 -13,581	-15%	-$504K	2.14%	13
2025 Q1	$3.08M	Sell	88,405 -52	-0.1%	-$1.8K	2.13%	13
2024 Q4	$2.91M	Buy	+88,457	New	+$3.01M	1.79%	16

Other funds holding DFSI

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Archer Investment Management's DFSI Position: Q3 2026 in Review

Archer Investment Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.42% in Q3 2026, selling an estimated $925 and leaving 4,693 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #109.

Archer Investment Management first reported a position in DFSI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.34M in Q3 2025. 22 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Archer Investment Management held 4,693 shares of Dimensional International Sustainability Core 1 ETF worth $212K as of Q3 2026.
Archer Investment Management sold 20 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $925.
Dimensional International Sustainability Core 1 ETF made up 0.07% of Archer Investment Management's portfolio in Q3 2026, its #109 holding.
Archer Investment Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
Archer Investment Management's Dimensional International Sustainability Core 1 ETF position peaked at $3.34M in Q3 2025.
22 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.