LWP
DFSI

Laurel Wealth Planning’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Laurel Wealth 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
Q1 		$4.02M Buy
+94,894
New +$4.2M 2.12% 22

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 $952M AUM 22.68% 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 $270M AUM 11.56% 1-Year Est. Return

Laurel Wealth Planning's DFSI Position: Q1 2026 in Review

Laurel Wealth Planning opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2026: 94,894 shares worth $4.02M. The stake represents 2.12% of the portfolio and ranks #22 among its holdings.

227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Laurel Wealth Planning held 94,894 shares of Dimensional International Sustainability Core 1 ETF worth $4.02M as of Q1 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Laurel Wealth Planning position in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 2.12% of Laurel Wealth Planning's portfolio in Q1 2026, its #22 holding.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.