PAG
DFSI

Private Advisor Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Private Advisor 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 		$617K Buy
13,686
+913
+7% +$41K ﹤0.01% 1645
2026
Q1 		$542K Buy
12,773
+41
+0.3% +$1.82K ﹤0.01% 1810
2025
Q4 		$546K Buy
12,732
+145
+1% +$6.04K ﹤0.01% 1768
2025
Q3 		$515K Buy
12,587
+51
+0.4% +$2.04K ﹤0.01% 1764
2025
Q2 		$494K Buy
12,536
+219
+2% +$8.13K ﹤0.01% 1699
2025
Q1 		$430K Buy
12,317
+152
+1% +$5.27K ﹤0.01% 1683
2024
Q4 		$400K Sell
12,165
-2,742
-18% -$93.3K ﹤0.01% 1704
2024
Q3 		$533K Buy
14,907
+829
+6% +$28.4K ﹤0.01% 1576
2024
Q2 		$464K Buy
14,078
+2,046
+17% +$68.2K ﹤0.01% 1606
2024
Q1 		$405K Buy
+12,032
New +$389K ﹤0.01% 1646

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

Private Advisor Group's DFSI Position: Q2 2026 in Review

Private Advisor Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.1% in Q2 2026, buying an estimated $41K and bringing the position to 13,686 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Private Advisor Group first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Private Advisor Group held 13,686 shares of Dimensional International Sustainability Core 1 ETF worth $617K as of Q2 2026.
  • Private Advisor Group bought 913 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $41K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1645 holding.
  • Private Advisor Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.