Raymond James Financial
DFSI

Raymond James Financial’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Raymond James Financial’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 		$4.47M Sell
99,011
-5,191
-5% -$233K ﹤0.01% 2829
2026
Q1 		$4.42M Buy
104,202
+18,140
+21% +$804K ﹤0.01% 2694
2025
Q4 		$3.69M Buy
86,062
+63,082
+275% +$2.63M ﹤0.01% 2750
2025
Q3 		$941K Buy
22,980
+18,463
+409% +$740K ﹤0.01% 3718
2025
Q2 		$178K Sell
4,517
-13,720
-75% -$510K ﹤0.01% 4576
2025
Q1 		$636K Buy
+18,237
New +$633K ﹤0.01% 3781

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

Raymond James Financial's DFSI Position: Q2 2026 in Review

Raymond James Financial reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 5% in Q2 2026, selling an estimated $233K and leaving 99,011 shares worth $4.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Raymond James Financial first reported a position in DFSI in Q1 2025 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Raymond James Financial held 99,011 shares of Dimensional International Sustainability Core 1 ETF worth $4.47M as of Q2 2026.
  • Raymond James Financial sold 5,191 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $233K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2829 holding.
  • Raymond James Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.