APC
DFSI

Asset Planning Corporation’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$303K Buy
7,400
+1
+0% +$40 0.14% 39
2025
Q2 		$292K Sell
7,399
-28,354
-79% -$1.05M 0.16% 35
2025
Q1 		$1.25M Buy
35,753
+14,437
+68% +$501K 0.74% 24
2024
Q4 		$700K Buy
21,316
+108
+0.5% +$3.68K 0.44% 28
2024
Q3 		$758K Buy
21,208
+3,057
+17% +$105K 0.49% 27
2024
Q2 		$598K Buy
18,151
+3,111
+21% +$104K 0.45% 27
2024
Q1 		$506K Buy
+15,040
New +$486K 0.37% 27

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Asset Planning Corporation's DFSI Position: Q3 2025 in Review

Asset Planning Corporation increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.01% in Q3 2025, buying an estimated $40 and bringing the position to 7,400 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #39.

Asset Planning Corporation first reported a position in DFSI in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2025. 198 funds tracked by Wall St. Rank hold DFSI as of Q3 2025.

  • Asset Planning Corporation held 7,400 shares of Dimensional International Sustainability Core 1 ETF worth $303K as of Q3 2025.
  • Asset Planning Corporation bought 1 Dimensional International Sustainability Core 1 ETF share in Q3 2025, an estimated $40.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Asset Planning Corporation's portfolio in Q3 2025, its #39 holding.
  • Asset Planning Corporation first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 7 quarters since.
  • Asset Planning Corporation's Dimensional International Sustainability Core 1 ETF position peaked at $1.25M in Q1 2025.
  • 198 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.