LPL Financial
DFSI

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return