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
Q2 		$4.87M Buy
107,963
+13,069
+14% +$587K 2.15% 19
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 $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

Laurel Wealth Planning's DFSI Position: Q2 2026 in Review

Laurel Wealth Planning increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 14% in Q2 2026, buying an estimated $587K and bringing the position to 107,963 shares worth $4.87M. The position accounts for 2.15% of the portfolio, ranked #19.

Laurel Wealth Planning first reported a position in DFSI in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Laurel Wealth Planning held 107,963 shares of Dimensional International Sustainability Core 1 ETF worth $4.87M as of Q2 2026.
  • Laurel Wealth Planning bought 13,069 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $587K.
  • Dimensional International Sustainability Core 1 ETF made up 2.15% of Laurel Wealth Planning's portfolio in Q2 2026, its #19 holding.
  • Laurel Wealth Planning first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.