LFA
DFSI

Level Financial Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Level Financial Advisors’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 		$1.58M Buy
35,064
+385
+1% +$17.3K 0.35% 40
2026
Q1 		$1.47M Buy
34,679
+3,130
+10% +$139K 0.38% 41
2025
Q4 		$1.35M Buy
31,549
+1,569
+5% +$65.3K 0.36% 41
2025
Q3 		$1.23M Sell
29,980
-246
-0.8% -$9.86K 0.35% 42
2025
Q2 		$1.19M Buy
30,226
+3,353
+12% +$125K 0.37% 43
2025
Q1 		$938K Buy
26,873
+542
+2% +$18.8K 0.32% 48
2024
Q4 		$865K Buy
26,331
+10,622
+68% +$362K 0.32% 46
2024
Q3 		$561K Buy
15,709
+904
+6% +$30.9K 0.21% 51
2024
Q2 		$488K Buy
14,805
+3,676
+33% +$122K 0.21% 48
2024
Q1 		$375K Buy
11,129
+10,616
+2,069% +$343K 0.17% 54
2023
Q4 		$16.4K Buy
513
+294
+134% +$8.67K 0.01% 171
2023
Q3 		$6.29K Buy
219
+7
+3% +$211 ﹤0.01% 205
2023
Q2 		$6.46K Hold
212
– – ﹤0.01% 208
2023
Q1 		$6.37K Buy
+212
New +$6.25K ﹤0.01% 182

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 $59.6B AUM 29.42% 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 $961M AUM 22.88% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return