LMFP
DFSI

Larry Mathis Financial Planning’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Larry Mathis Financial Planning’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 		$200M Buy
+4,439
New +$200K 0.16% 143

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Larry Mathis Financial Planning's DFSI Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 4,439 shares worth $200M. The stake represents 0.16% of the portfolio and ranks #143 among its holdings.

54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Larry Mathis Financial Planning held 4,439 shares of Dimensional International Sustainability Core 1 ETF worth $200M as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Larry Mathis Financial Planning position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #143 holding.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.