PFG
DFSI

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
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 $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 $1.25B AUM 18.15% 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 $952M AUM 22.68% 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 $270M AUM 11.56% 1-Year Est. Return

Premier Financial Group's DFSI Position: Q1 2026 in Review

Premier Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.96% in Q1 2026, buying an estimated $14.1K and bringing the position to 33,427 shares worth $1.45M. The position accounts for 0.25% of the portfolio, ranked #13.

Premier Financial Group first reported a position in DFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q2 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Premier Financial Group held 33,427 shares of Dimensional International Sustainability Core 1 ETF worth $1.45M as of Q1 2026.
  • Premier Financial Group bought 318 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $14.1K.
  • Dimensional International Sustainability Core 1 ETF made up 0.25% of Premier Financial Group's portfolio in Q1 2026, its #13 holding.
  • Premier Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • Premier Financial Group's Dimensional International Sustainability Core 1 ETF position peaked at $1.48M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.