FFM
DFSI

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
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

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Flagstone Financial Management's DFSI Position: Q2 2026 in Review

Flagstone Financial Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 19,656 shares worth $886K. The position accounts for 0.2% of the portfolio, ranked #32.

Flagstone Financial Management first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Flagstone Financial Management held 19,656 shares of Dimensional International Sustainability Core 1 ETF worth $886K as of Q2 2026.
  • Flagstone Financial Management bought 525 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $23.6K.
  • Dimensional International Sustainability Core 1 ETF made up 0.2% of Flagstone Financial Management's portfolio in Q2 2026, its #32 holding.
  • Flagstone Financial Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.