FFP
DFSI

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

Freedom Financial Partners’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 		$506K Buy
11,929
+53
+0.4% +$2.35K 0.18% 58
2025
Q4 		$509K Buy
11,876
+62
+0.5% +$2.58K 0.19% 57
2025
Q3 		$484K Buy
11,814
+41
+0.3% +$1.64K 0.18% 58
2025
Q2 		$464K Buy
11,773
+2,054
+21% +$76.3K 0.2% 55
2025
Q1 		$339K Sell
9,719
-729
-7% -$25.3K 0.16% 60
2024
Q4 		$343K Buy
+10,448
New +$356K 0.17% 59

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

Freedom Financial Partners's DFSI Position: Q1 2026 in Review

Freedom Financial Partners increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.45% in Q1 2026, buying an estimated $2.35K and bringing the position to 11,929 shares worth $506K. The position accounts for 0.18% of the portfolio, ranked #58.

Freedom Financial Partners first reported a position in DFSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $509K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Freedom Financial Partners held 11,929 shares of Dimensional International Sustainability Core 1 ETF worth $506K as of Q1 2026.
  • Freedom Financial Partners bought 53 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $2.35K.
  • Dimensional International Sustainability Core 1 ETF made up 0.18% of Freedom Financial Partners's portfolio in Q1 2026, its #58 holding.
  • Freedom Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Freedom Financial Partners's Dimensional International Sustainability Core 1 ETF position peaked at $509K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.