Premier Financial Group
DFSI icon

Premier Financial Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Premier Financial Group’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 		$1.5M Sell
33,194
-233
-0.7% -$10.5K 0.3% 17
2026
Q1 		$1.45M Buy
33,427
+318
+1% +$14.1K 0.25% 13
2025
Q4 		$1.42M Sell
33,109
-87
-0.3% -$3.62K 0.37% 13
2025
Q3 		$1.36M Sell
33,196
-3,816
-10% -$153K 0.36% 13
2025
Q2 		$1.48M Buy
+37,012
New +$1.37M 0.41% 12

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Francis Financial
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Premier Financial Group's DFSI Position: Q2 2026 in Review

Premier Financial Group reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.7% in Q2 2026, selling an estimated $10.5K and leaving 33,194 shares worth $1.5M. The position accounts for 0.3% of the portfolio, ranked #17.

Premier Financial Group first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Premier Financial Group held 33,194 shares of Dimensional International Sustainability Core 1 ETF worth $1.5M as of Q2 2026.
  • Premier Financial Group sold 233 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $10.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.3% of Premier Financial Group's portfolio in Q2 2026, its #17 holding.
  • Premier Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Premier Financial Group's 13F filing for Q2 2026, filed 21 Sep 2026.