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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

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

Level Financial Advisors's DFSI Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 35,064 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #40.

Level Financial Advisors first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Level Financial Advisors held 35,064 shares of Dimensional International Sustainability Core 1 ETF worth $1.58M as of Q2 2026.
  • Level Financial Advisors bought 385 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $17.3K.
  • Dimensional International Sustainability Core 1 ETF made up 0.35% of Level Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Level Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.