MFC
DFSI

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

Morris Financial Concepts’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 		$616K Buy
13,662
+89
+0.7% +$4K 0.19% 70
2026
Q1 		$575K Buy
13,573
+8,440
+164% +$374K 0.2% 66
2025
Q4 		$220K Hold
5,133
– – 0.08% 127
2025
Q3 		$210K Sell
5,133
-393
-7% -$15.8K 0.08% 133
2025
Q2 		$218K Hold
5,526
– – 0.09% 128
2025
Q1 		$193K Buy
5,526
+313
+6% +$10.9K 0.08% 136
2024
Q4 		$171K Buy
5,213
+4,828
+1,254% +$164K 0.07% 129
2024
Q3 		$13.8K Buy
+385
New +$13.2K 0.01% 166

Other funds holding DFSI

Focus Partners Wealth
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Morris Financial Concepts's DFSI Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.66% in Q2 2026, buying an estimated $4K and bringing the position to 13,662 shares worth $616K. The position accounts for 0.19% of the portfolio, ranked #70.

Morris Financial Concepts first reported a position in DFSI in Q3 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Morris Financial Concepts held 13,662 shares of Dimensional International Sustainability Core 1 ETF worth $616K as of Q2 2026.
  • Morris Financial Concepts bought 89 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $4K.
  • Dimensional International Sustainability Core 1 ETF made up 0.19% of Morris Financial Concepts's portfolio in Q2 2026, its #70 holding.
  • Morris Financial Concepts first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.