OFI
DFSI

Outbound Financial Inc’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Outbound Financial Inc’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 		$415K Buy
9,208
+79
+0.9% +$3.55K 0.27% 41
2026
Q1 		$387K Sell
9,129
-421
-4% -$18.6K 0.29% 39
2025
Q4 		$409K Sell
9,550
-96
-1% -$4K 0.32% 36
2025
Q3 		$395K Sell
9,646
-160
-2% -$6.41K 0.32% 35
2025
Q2 		$386K Buy
+9,806
New +$364K 0.35% 34

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Outbound Financial Inc's DFSI Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.87% in Q2 2026, buying an estimated $3.55K and bringing the position to 9,208 shares worth $415K. The position accounts for 0.27% of the portfolio, ranked #41.

Outbound Financial Inc first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Outbound Financial Inc held 9,208 shares of Dimensional International Sustainability Core 1 ETF worth $415K as of Q2 2026.
  • Outbound Financial Inc bought 79 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.55K.
  • Dimensional International Sustainability Core 1 ETF made up 0.27% of Outbound Financial Inc's portfolio in Q2 2026, its #41 holding.
  • Outbound Financial Inc first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.