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

McClarren 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	$392K	Buy	+8,695	New	+$391K	0.2%	57
2025 Q2	–	Sell	-3,764	Closed	-$131K	–	138
2025 Q1	$131K	Buy	+3,764	New	+$131K	0.09%	90
2024 Q4	–	Sell	-3,732	Closed	-$133	–	229
2024 Q3	$133	Buy	3,732 +3,667	+5,642%	+$125K	0.02%	88
2024 Q2	$121K	Buy	+65	New	+$2.17K	0.08%	94
2024 Q1	–	Sell	-3,601	Closed	-$115K	–	367
2023 Q4	$115K	Sell	3,601 -892	-20%	-$26.3K	0.09%	99
2023 Q3	$129K	Buy	4,493 +1,823	+68%	+$54.9K	0.11%	85
2023 Q2	$81K	Buy	2,670 +27	+1%	+$822	0.07%	121
2023 Q1	$79K	Buy	2,643 +5	+0.2%	+$148	0.07%	116
2022 Q4	$73K	Buy	+2,638	New	+$72.5K	0.07%	120

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

McClarren Financial Advisors opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026: 8,695 shares worth $392K. The stake represents 0.2% of the portfolio and ranks #57 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in DFSI as recently as Q1 2025.

McClarren Financial Advisors first reported a position in DFSI in Q4 2022 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

McClarren Financial Advisors held 8,695 shares of Dimensional International Sustainability Core 1 ETF worth $392K as of Q2 2026.
Dimensional International Sustainability Core 1 ETF was a new McClarren Financial Advisors position in Q2 2026.
Dimensional International Sustainability Core 1 ETF made up 0.2% of McClarren Financial Advisors's portfolio in Q2 2026, its #57 holding.
McClarren Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 9 quarters since.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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