CAPTRUST Financial Advisors
DFSI icon

CAPTRUST Financial Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

CAPTRUST Financial Advisors’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 		$410K Buy
+9,083
New +$420K ﹤0.01% 2390

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Francis Financial
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Abacus Wealth Partners
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Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CAPTRUST Financial Advisors's DFSI Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2026: 9,083 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings.

185 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • CAPTRUST Financial Advisors held 9,083 shares of Dimensional International Sustainability Core 1 ETF worth $410K as of Q3 2026.
  • Dimensional International Sustainability Core 1 ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2390 holding.
  • 185 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.