EFN
DFSI

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
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

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

Equita Financial Network's DFSI Position: Q1 2026 in Review

Equita Financial Network increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 34% in Q1 2026, buying an estimated $735K and bringing the position to 65,819 shares worth $2.79M. The position accounts for 0.88% of the portfolio, ranked #23.

Equita Financial Network 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.

  • Equita Financial Network held 65,819 shares of Dimensional International Sustainability Core 1 ETF worth $2.79M as of Q1 2026.
  • Equita Financial Network bought 16,598 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $735K.
  • Dimensional International Sustainability Core 1 ETF made up 0.88% of Equita Financial Network's portfolio in Q1 2026, its #23 holding.
  • Equita Financial Network 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 Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.