KFGG
DFSI

Keystone Financial Group (Georgia)’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Keystone Financial Group (Georgia)’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 		$31.8K Buy
705
+8
+1% +$360 0.02% 93
2026
Q1 		$29.5K Buy
697
+2
+0.3% +$89 0.02% 96
2025
Q4 		$29.8K Buy
695
+98
+16% +$4.08K 0.02% 101
2025
Q3 		$24.4K Buy
597
+3
+0.5% +$120 0.01% 103
2025
Q2 		$23.2K Buy
594
+7
+1% +$260 0.01% 112
2025
Q1 		$21.9K Buy
587
+2
+0.3% +$69 0.02% 113
2024
Q4 		$19.2K Buy
+585
New +$19.9K 0.02% 122

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

Keystone Financial Group (Georgia)'s DFSI Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $360 and bringing the position to 705 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #93.

Keystone Financial Group (Georgia) first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Keystone Financial Group (Georgia) held 705 shares of Dimensional International Sustainability Core 1 ETF worth $31.8K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 8 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $360.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #93 holding.
  • Keystone Financial Group (Georgia) first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.