Define Financial
DFSI icon

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

Define Financial’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 		$629K Buy
13,920
+4,674
+51% +$216K 0.26% 21
2026
Q2 		$417K Buy
9,246
+102
+1% +$4.58K 0.19% 31
2026
Q1 		$388K Sell
9,144
-55
-0.6% -$2.44K 0.21% 25
2025
Q4 		$394K Sell
9,199
-848
-8% -$35.3K 0.22% 24
2025
Q3 		$411K Buy
+10,047
New +$403K 0.25% 23

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
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
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Define Financial's DFSI Position: Q3 2026 in Review

Define Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 51% in Q3 2026, buying an estimated $216K and bringing the position to 13,920 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #21.

Define Financial first reported a position in DFSI in Q3 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Define Financial held 13,920 shares of Dimensional International Sustainability Core 1 ETF worth $629K as of Q3 2026.
  • Define Financial bought 4,674 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $216K.
  • Dimensional International Sustainability Core 1 ETF made up 0.26% of Define Financial's portfolio in Q3 2026, its #21 holding.
  • Define Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.