FFG
DFSI

Fiduciary Financial Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Fiduciary Financial Group’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 		$1.89M Buy
41,988
+11,888
+39% +$534K 0.21% 65
2026
Q1 		$1.28M Buy
30,100
+1,335
+5% +$59.1K 0.17% 85
2025
Q4 		$1.23M Buy
28,765
+3,889
+16% +$162K 0.17% 84
2025
Q3 		$1.02M Buy
24,876
+7,421
+43% +$297K 0.16% 88
2025
Q2 		$687K Buy
17,455
+2,353
+16% +$87.4K 0.12% 108
2025
Q1 		$505K Sell
15,102
-1,838
-11% -$63.8K 0.11% 124
2024
Q4 		$550K Buy
16,940
+2,900
+21% +$98.7K 0.12% 111
2024
Q3 		$490K Buy
14,040
+5,029
+56% +$172K 0.11% 108
2024
Q2 		$310K Buy
+9,011
New +$300K 0.07% 188

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Fiduciary Financial Group's DFSI Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 39% in Q2 2026, buying an estimated $534K and bringing the position to 41,988 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #65.

Fiduciary Financial Group first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Fiduciary Financial Group held 41,988 shares of Dimensional International Sustainability Core 1 ETF worth $1.89M as of Q2 2026.
  • Fiduciary Financial Group bought 11,888 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $534K.
  • Dimensional International Sustainability Core 1 ETF made up 0.21% of Fiduciary Financial Group's portfolio in Q2 2026, its #65 holding.
  • Fiduciary Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.