LFG
DFSI

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

Larson Financial Group’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 		$133K Buy
2,959
+417
+16% +$18.7K ﹤0.01% 1032
2026
Q1 		$108K Hold
2,542
– – ﹤0.01% 958
2025
Q4 		$109K Buy
+2,542
New +$106K ﹤0.01% 909

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

Larson Financial Group's DFSI Position: Q2 2026 in Review

Larson Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 16% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,959 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Larson Financial Group first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Larson Financial Group held 2,959 shares of Dimensional International Sustainability Core 1 ETF worth $133K as of Q2 2026.
  • Larson Financial Group bought 417 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $18.7K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1032 holding.
  • Larson Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.