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
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 $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

Osaic Holdings's DFSI Position: Q1 2026 in Review

Osaic Holdings increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 14% in Q1 2026, buying an estimated $60.2K and bringing the position to 11,317 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Osaic Holdings first reported a position in DFSI in Q2 2024 and has held it in 8 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Osaic Holdings held 11,317 shares of Dimensional International Sustainability Core 1 ETF worth $480K as of Q1 2026.
  • Osaic Holdings bought 1,358 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $60.2K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3392 holding.
  • Osaic Holdings first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 8 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.