LF
DFSI

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

LifeSteps Financial’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 		$23.9K Buy
+531
New +$23.9K 0.01% 283

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

LifeSteps Financial's DFSI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 531 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings.

114 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • LifeSteps Financial held 531 shares of Dimensional International Sustainability Core 1 ETF worth $23.9K as of Q2 2026.
  • Dimensional International Sustainability Core 1 ETF was a new LifeSteps Financial position in Q2 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #283 holding.
  • 114 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.