Fiduciary Financial Group
DFSI icon

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
Q3 		$1.94M Buy
42,874
+886
+2% +$41K 0.23% 64
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Fiduciary Financial Group's DFSI Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.1% in Q3 2026, buying an estimated $41K and bringing the position to 42,874 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #64.

Fiduciary Financial Group first reported a position in DFSI in Q2 2024 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Fiduciary Financial Group held 42,874 shares of Dimensional International Sustainability Core 1 ETF worth $1.94M as of Q3 2026.
  • Fiduciary Financial Group bought 886 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $41K.
  • Dimensional International Sustainability Core 1 ETF made up 0.23% of Fiduciary Financial Group's portfolio in Q3 2026, its #64 holding.
  • Fiduciary Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
  • 126 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.