Morling Financial Advisors
DFSI icon

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

Morling 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
Q3 		$478K Buy
10,589
+304
+3% +$14.1K 0.13% 47
2026
Q2 		$464K Buy
10,285
+153
+2% +$6.88K 0.13% 50
2026
Q1 		$430K Sell
10,132
-955
-9% -$42.3K 0.13% 48
2025
Q4 		$475K Buy
11,087
+208
+2% +$8.66K 0.15% 46
2025
Q3 		$445K Buy
10,879
+67
+0.6% +$2.68K 0.15% 48
2025
Q2 		$426K Buy
10,812
+31
+0.3% +$1.15K 0.14% 49
2025
Q1 		$376K Buy
10,781
+2,450
+29% +$85K 0.13% 59
2024
Q4 		$274K Buy
8,331
+1,221
+17% +$41.6K 0.1% 64
2024
Q3 		$254K Sell
7,110
-993
-12% -$34K 0.1% 61
2024
Q2 		$267K Buy
8,103
+252
+3% +$8.4K 0.12% 51
2024
Q1 		$264K Buy
7,851
+776
+11% +$25.1K 0.15% 59
2023
Q4 		$227K Buy
+7,075
New +$209K 0.18% 53

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Morling Financial Advisors's DFSI Position: Q3 2026 in Review

Morling Financial Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3% in Q3 2026, buying an estimated $14.1K and bringing the position to 10,589 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #47.

Morling Financial Advisors first reported a position in DFSI in Q4 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Morling Financial Advisors held 10,589 shares of Dimensional International Sustainability Core 1 ETF worth $478K as of Q3 2026.
  • Morling Financial Advisors bought 304 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $14.1K.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of Morling Financial Advisors's portfolio in Q3 2026, its #47 holding.
  • Morling Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.