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
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 $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Envision Financial Planning's DFSI Position: Q1 2026 in Review

Envision Financial Planning increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 13% in Q1 2026, buying an estimated $50.6K and bringing the position to 9,813 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #41.

Envision Financial Planning first reported a position in DFSI in Q3 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Envision Financial Planning held 9,813 shares of Dimensional International Sustainability Core 1 ETF worth $416K as of Q1 2026.
  • Envision Financial Planning bought 1,142 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $50.6K.
  • Dimensional International Sustainability Core 1 ETF made up 0.15% of Envision Financial Planning's portfolio in Q1 2026, its #41 holding.
  • Envision Financial Planning first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.