Flagstone Financial Management
DFSI icon

Flagstone Financial Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Flagstone Financial Management’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 		$898K Buy
19,873
+217
+1% +$10K 0.2% 30
2026
Q2 		$886K Buy
19,656
+525
+3% +$23.6K 0.2% 32
2026
Q1 		$811K Sell
19,131
-16
-0.1% -$709 0.2% 32
2025
Q4 		$820K Buy
19,147
+1,482
+8% +$61.7K 0.21% 31
2025
Q3 		$723K Buy
17,665
+4,592
+35% +$184K 0.19% 34
2025
Q2 		$515K Buy
13,073
+3,019
+30% +$112K 0.15% 38
2025
Q1 		$351K Buy
10,054
+105
+1% +$3.64K 0.11% 41
2024
Q4 		$327K Buy
+9,949
New +$339K 0.11% 40

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
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
Francis Financial
Francis Financial $642M AUM 10.36% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Flagstone Financial Management's DFSI Position: Q3 2026 in Review

Flagstone Financial Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q3 2026, buying an estimated $10K and bringing the position to 19,873 shares worth $898K. The position accounts for 0.2% of the portfolio, ranked #30.

Flagstone Financial Management first reported a position in DFSI in Q4 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Flagstone Financial Management held 19,873 shares of Dimensional International Sustainability Core 1 ETF worth $898K as of Q3 2026.
  • Flagstone Financial Management bought 217 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $10K.
  • Dimensional International Sustainability Core 1 ETF made up 0.2% of Flagstone Financial Management's portfolio in Q3 2026, its #30 holding.
  • Flagstone Financial Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.