FF
DFSI

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

Francis Financial’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 		$34.6M Buy
767,312
+8,206
+1% +$369K 5.67% 4
2026
Q1 		$32.2M Buy
759,106
+17,225
+2% +$763K 5.97% 4
2025
Q4 		$31.8M Buy
741,881
+36,945
+5% +$1.54M 6.21% 4
2025
Q3 		$28.9M Buy
704,936
+10,683
+2% +$428K 5.13% 5
2025
Q2 		$27.4M Buy
694,253
+20,418
+3% +$758K 6.29% 5
2025
Q1 		$23.5M Buy
673,835
+32,949
+5% +$1.14M 5.7% 4
2024
Q4 		$21.1M Buy
640,886
+57,562
+10% +$1.96M 5.33% 5
2024
Q3 		$20.8M Buy
583,324
+70,412
+14% +$2.41M 5.5% 5
2024
Q2 		$16.9M Buy
512,912
+50,825
+11% +$1.69M 5.11% 6
2024
Q1 		$15.6M Buy
462,087
+45,747
+11% +$1.48M 5.02% 6
2023
Q4 		$13.3M Buy
416,340
+70,542
+20% +$2.08M 5.72% 5
2023
Q3 		$9.93M Buy
345,798
+73,231
+27% +$2.2M 5.18% 8
2023
Q2 		$8.3M Buy
272,567
+135,117
+98% +$4.11M 4.49% 9
2023
Q1 		$4.13M Buy
137,450
+102,625
+295% +$3.03M 2.8% 9
2022
Q4 		$968K Buy
+34,825
New +$957K 0.9% 11

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Francis Financial's DFSI Position: Q2 2026 in Review

Francis Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $369K and bringing the position to 767,312 shares worth $34.6M. The position accounts for 5.67% of the portfolio, ranked #4.

Francis Financial first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Francis Financial held 767,312 shares of Dimensional International Sustainability Core 1 ETF worth $34.6M as of Q2 2026.
  • Francis Financial bought 8,206 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $369K.
  • Dimensional International Sustainability Core 1 ETF made up 5.67% of Francis Financial's portfolio in Q2 2026, its #4 holding.
  • Francis Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.