Osaic Holdings
DFSI

Osaic Holdings’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Osaic Holdings’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 		$1.03M Buy
22,879
+11,562
+102% +$520K ﹤0.01% 2967
2026
Q1 		$480K Buy
11,317
+1,358
+14% +$60.2K ﹤0.01% 3392
2025
Q4 		$427K Buy
9,959
+748
+8% +$31.1K ﹤0.01% 3478
2025
Q3 		$377K Sell
9,211
-198
-2% -$7.93K ﹤0.01% 3670
2025
Q2 		$371K Buy
9,409
+1,065
+13% +$39.6K ﹤0.01% 3401
2025
Q1 		$291K Buy
8,344
+4,114
+97% +$143K ﹤0.01% 3320
2024
Q4 		$139K Sell
4,230
-4,191
-50% -$143K ﹤0.01% 3925
2024
Q3 		$301K Buy
8,421
+4,191
+99% +$143K ﹤0.01% 3309
2024
Q2 		$139K Buy
+4,230
New +$141K ﹤0.01% 3871

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

Osaic Holdings's DFSI Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 102% in Q2 2026, buying an estimated $520K and bringing the position to 22,879 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Osaic Holdings first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Osaic Holdings held 22,879 shares of Dimensional International Sustainability Core 1 ETF worth $1.03M as of Q2 2026.
  • Osaic Holdings bought 11,562 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $520K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2967 holding.
  • Osaic Holdings first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.