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

LPL 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	$2.31M	Buy	51,216 +7,610	+17%	+$342K	﹤0.01%	3597
2026 Q1	$1.85M	Buy	43,606 +4,549	+12%	+$202K	﹤0.01%	3589
2025 Q4	$1.67M	Buy	39,057 +3,858	+11%	+$161K	﹤0.01%	3563
2025 Q3	$1.44M	Buy	35,199 +5,717	+19%	+$229K	﹤0.01%	3637
2025 Q2	$1.16M	Buy	29,482 +4,473	+18%	+$166K	﹤0.01%	3614
2025 Q1	$873K	Buy	25,009 +4,481	+22%	+$155K	﹤0.01%	3674
2024 Q4	$674K	Buy	20,528 +1,930	+10%	+$65.7K	﹤0.01%	3830
2024 Q3	$665K	Buy	18,598 +261	+1%	+$8.93K	﹤0.01%	3759
2024 Q2	$604K	Buy	+18,337	New	+$611K	﹤0.01%	3700

Other funds holding DFSI

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

LPL Financial's DFSI Position: Q2 2026 in Review

LPL Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 17% in Q2 2026, buying an estimated $342K and bringing the position to 51,216 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

LPL Financial first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

LPL Financial held 51,216 shares of Dimensional International Sustainability Core 1 ETF worth $2.31M as of Q2 2026.
LPL Financial bought 7,610 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $342K.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3597 holding.
LPL Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.