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

Elser Financial Planning’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	$10.8M	Buy	239,760 +6,601	+3%	+$297K	0.47%	17
2026 Q1	$9.9M	Buy	+233,159	New	+$10.3M	0.48%	16
2025 Q1	–	Sell	-222,505	Closed	-$7.31M	–	81
2024 Q4	$7.31M	Buy	+222,505	New	+$7.57M	0.44%	15
2024 Q3	–	Sell	-171,569	Closed	-$5.65M	–	80
2024 Q2	$5.65M	Buy	+171,569	New	+$5.72M	0.94%	15

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Elser Financial Planning's DFSI Position: Q2 2026 in Review

Elser Financial Planning increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.8% in Q2 2026, buying an estimated $297K and bringing the position to 239,760 shares worth $10.8M. The position accounts for 0.47% of the portfolio, ranked #17.

Elser Financial Planning first reported a position in DFSI in Q2 2024 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Elser Financial Planning held 239,760 shares of Dimensional International Sustainability Core 1 ETF worth $10.8M as of Q2 2026.
Elser Financial Planning bought 6,601 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $297K.
Dimensional International Sustainability Core 1 ETF made up 0.47% of Elser Financial Planning's portfolio in Q2 2026, its #17 holding.
Elser Financial Planning first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 4 quarters since.
236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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