PCI
DFSI

Planning Center Inc’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Planning Center 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 		$8.35M Buy
185,179
+3,388
+2% +$152K 0.79% 21
2026
Q1 		$7.71M Sell
181,791
-8,629
-5% -$382K 0.78% 20
2025
Q4 		$8.16M Sell
190,420
-17,513
-8% -$729K 0.83% 19
2025
Q3 		$8.51M Sell
207,933
-1,421
-0.7% -$57K 0.89% 19
2025
Q2 		$8.25M Buy
209,354
+1,212
+0.6% +$45K 0.91% 18
2025
Q1 		$7.26M Buy
208,142
+11,082
+6% +$384K 0.86% 19
2024
Q4 		$6.47M Sell
197,060
-5,285
-3% -$180K 0.82% 19
2024
Q3 		$7.23M Buy
202,345
+385
+0.2% +$13.2K 0.89% 19
2024
Q2 		$6.65M Buy
201,960
+2,426
+1% +$80.8K 0.87% 19
2024
Q1 		$6.72M Buy
199,534
+7,550
+4% +$244K 1.46% 14
2023
Q4 		$6.15M Buy
191,984
+54,641
+40% +$1.61M 1.43% 16
2023
Q3 		$3.94M Buy
137,343
+4,517
+3% +$136K 1.02% 16
2023
Q2 		$4.04M Sell
132,826
-1,757
-1% -$53.5K 1.03% 16
2023
Q1 		$4.14M Sell
134,583
-546
-0.4% -$16.1K 1.14% 14
2022
Q4 		$3.75M Buy
+135,129
New +$3.71M 1.14% 14

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

Planning Center Inc's DFSI Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.9% in Q2 2026, buying an estimated $152K and bringing the position to 185,179 shares worth $8.35M. The position accounts for 0.79% of the portfolio, ranked #21.

Planning Center Inc first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.51M in Q3 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Planning Center Inc held 185,179 shares of Dimensional International Sustainability Core 1 ETF worth $8.35M as of Q2 2026.
  • Planning Center Inc bought 3,388 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $152K.
  • Dimensional International Sustainability Core 1 ETF made up 0.79% of Planning Center Inc's portfolio in Q2 2026, its #21 holding.
  • Planning Center Inc first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Planning Center Inc's Dimensional International Sustainability Core 1 ETF position peaked at $8.51M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.