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

Equita Financial Network’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	$4.17M	Buy	92,262 +3,971	+4%	+$184K	1.18%	17
2026 Q2	$3.98M	Buy	88,291 +22,472	+34%	+$1.01M	1.11%	18
2026 Q1	$2.79M	Buy	65,819 +16,598	+34%	+$735K	0.88%	23
2025 Q4	$2.11M	Buy	49,221 +5,655	+13%	+$235K	0.64%	30
2025 Q3	$1.78M	Buy	43,566 +11,712	+37%	+$469K	0.6%	31
2025 Q2	$1.26M	Buy	31,854 +16,278	+105%	+$605K	0.5%	29
2025 Q1	$543K	Buy	15,576 +3,635	+30%	+$126K	0.19%	56
2024 Q4	$392K	Sell	11,941 -527	-4%	-$17.9K	0.14%	62
2024 Q3	$446K	Buy	+12,468	New	+$426K	0.16%	59

Other funds holding DFSI

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Donalies Financial Planning Washington, District of Columbia $136M AUM 16.67% 1-Year Est. Return

Equita Financial Network's DFSI Position: Q3 2026 in Review

Equita Financial Network increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.5% in Q3 2026, buying an estimated $184K and bringing the position to 92,262 shares worth $4.17M. The position accounts for 1.18% of the portfolio, ranked #17.

Equita Financial Network first reported a position in DFSI in Q3 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Equita Financial Network held 92,262 shares of Dimensional International Sustainability Core 1 ETF worth $4.17M as of Q3 2026.
Equita Financial Network bought 3,971 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $184K.
Dimensional International Sustainability Core 1 ETF made up 1.18% of Equita Financial Network's portfolio in Q3 2026, its #17 holding.
Equita Financial Network first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 9 quarters since.
60 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.