DF
DFSI

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Define Financial's DFSI Position: Q2 2026 in Review

Define Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $4.58K and bringing the position to 9,246 shares worth $417K. The position accounts for 0.19% of the portfolio, ranked #31.

Define Financial first reported a position in DFSI in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Define Financial held 9,246 shares of Dimensional International Sustainability Core 1 ETF worth $417K as of Q2 2026.
  • Define Financial bought 102 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.58K.
  • Dimensional International Sustainability Core 1 ETF made up 0.19% of Define Financial's portfolio in Q2 2026, its #31 holding.
  • Define Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.