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
Q2 		$478K Sell
10,608
-1,321
-11% -$59.4K 0.16% 64
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 $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
FF
Francis Financial $610M AUM 16.1% 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

Freedom Financial Partners's DFSI Position: Q2 2026 in Review

Freedom Financial Partners reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 11% in Q2 2026, selling an estimated $59.4K and leaving 10,608 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #64.

Freedom Financial Partners first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $509K in Q4 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Freedom Financial Partners held 10,608 shares of Dimensional International Sustainability Core 1 ETF worth $478K as of Q2 2026.
  • Freedom Financial Partners sold 1,321 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $59.4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Freedom Financial Partners's portfolio in Q2 2026, its #64 holding.
  • Freedom Financial Partners first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's Dimensional International Sustainability Core 1 ETF position peaked at $509K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.