Opulen Financial Group
DFSI icon

Opulen Financial Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Opulen Financial Group’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 		$234K Buy
5,178
+20
+0.4% +$925 0.14% 104
2026
Q2 		$233K Buy
5,158
+61
+1% +$2.74K 0.15% 105
2026
Q1 		$216K Buy
+5,097
New +$226K 0.15% 107

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Quantum Financial Advisors
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Francis Financial
Francis Financial $642M AUM 10.36% 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

Opulen Financial Group's DFSI Position: Q3 2026 in Review

Opulen Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.39% in Q3 2026, buying an estimated $925 and bringing the position to 5,178 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #104.

Opulen Financial Group first reported a position in DFSI in Q1 2026 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Opulen Financial Group held 5,178 shares of Dimensional International Sustainability Core 1 ETF worth $234K as of Q3 2026.
  • Opulen Financial Group bought 20 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $925.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Opulen Financial Group's portfolio in Q3 2026, its #104 holding.
  • Opulen Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2026 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Opulen Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.