Next Level Wealth Planning
DFSI icon

Next Level Wealth Planning’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Next Level Wealth Planning’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 		$4.59K Buy
+102
New +$4.72K ﹤0.01% 392

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

Next Level Wealth Planning's DFSI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2026: 102 shares worth $4.59K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings.

144 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Next Level Wealth Planning held 102 shares of Dimensional International Sustainability Core 1 ETF worth $4.59K as of Q3 2026.
  • Dimensional International Sustainability Core 1 ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #392 holding.
  • 144 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.