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
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 $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 $539M 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

Morris Financial Concepts's DFSI Position: Q1 2026 in Review

Morris Financial Concepts increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 164% in Q1 2026, buying an estimated $374K and bringing the position to 13,573 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #66.

Morris Financial Concepts first reported a position in DFSI in Q3 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Morris Financial Concepts held 13,573 shares of Dimensional International Sustainability Core 1 ETF worth $575K as of Q1 2026.
  • Morris Financial Concepts bought 8,440 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $374K.
  • Dimensional International Sustainability Core 1 ETF made up 0.2% of Morris Financial Concepts's portfolio in Q1 2026, its #66 holding.
  • Morris Financial Concepts first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.