EFP
DFSI

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

Envision 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 		$443K Buy
9,824
+11
+0.1% +$494 0.14% 42
2026
Q1 		$416K Buy
9,813
+1,142
+13% +$50.6K 0.15% 41
2025
Q4 		$371K Sell
8,671
-378
-4% -$15.7K 0.14% 40
2025
Q3 		$371K Buy
9,049
+383
+4% +$15.3K 0.16% 41
2025
Q2 		$342K Buy
8,666
+1,570
+22% +$58.3K 0.16% 42
2025
Q1 		$248K Buy
7,096
+17
+0.2% +$590 0.13% 38
2024
Q4 		$233K Buy
7,079
+238
+3% +$8.1K 0.12% 40
2024
Q3 		$244K Buy
+6,841
New +$234K 0.13% 33

Other funds holding DFSI

Focus Partners Wealth
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Envision Financial Planning increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.11% in Q2 2026, buying an estimated $494 and bringing the position to 9,824 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #42.

Envision Financial Planning first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Envision Financial Planning held 9,824 shares of Dimensional International Sustainability Core 1 ETF worth $443K as of Q2 2026.
  • Envision Financial Planning bought 11 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $494.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Envision Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Envision Financial Planning first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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