FCG
DFSI

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

Financial Connections 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
Q1 		$969K Buy
22,868
+771
+3% +$34.2K 0.34% 40
2025
Q4 		$946K Buy
22,097
+2,295
+12% +$95.5K 0.33% 39
2025
Q3 		$810K Buy
19,802
+114
+0.6% +$4.57K 0.32% 36
2025
Q2 		$775K Buy
19,688
+7,574
+63% +$281K 0.32% 35
2025
Q1 		$422K Buy
12,114
+1,427
+13% +$49.5K 0.19% 42
2024
Q4 		$351K Buy
10,687
+216
+2% +$7.35K 0.17% 43
2024
Q3 		$374K Buy
10,471
+100
+1% +$3.42K 0.18% 39
2024
Q2 		$341K Buy
10,371
+2
+0% +$67 0.18% 42
2024
Q1 		$350K Buy
10,369
+4,967
+92% +$161K 0.38% 25
2023
Q4 		$173K Buy
5,402
+426
+9% +$12.6K 0.11% 55
2023
Q3 		$142K Buy
4,976
+4,732
+1,939% +$142K 0.18% 40
2023
Q2 		$7K Buy
244
+2
+0.8% +$61 ﹤0.01% 193
2023
Q1 		$7K Buy
+242
New +$7.14K 0.01% 183

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

Financial Connections Group's DFSI Position: Q1 2026 in Review

Financial Connections Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.5% in Q1 2026, buying an estimated $34.2K and bringing the position to 22,868 shares worth $969K. The position accounts for 0.34% of the portfolio, ranked #40.

Financial Connections Group first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Financial Connections Group held 22,868 shares of Dimensional International Sustainability Core 1 ETF worth $969K as of Q1 2026.
  • Financial Connections Group bought 771 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $34.2K.
  • Dimensional International Sustainability Core 1 ETF made up 0.34% of Financial Connections Group's portfolio in Q1 2026, its #40 holding.
  • Financial Connections Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.