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
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 $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 $538M 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