Stifel Financial
DFSI

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

Stifel 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 		$232K Sell
5,145
-1,140
-18% -$51.2K ﹤0.01% 3431
2026
Q1 		$266K Buy
6,285
+354
+6% +$15.7K ﹤0.01% 3264
2025
Q4 		$254K Buy
5,931
+209
+4% +$8.7K ﹤0.01% 3251
2025
Q3 		$234K Buy
+5,722
New +$229K ﹤0.01% 3258

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

Stifel Financial's DFSI Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 18% in Q2 2026, selling an estimated $51.2K and leaving 5,145 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Stifel Financial first reported a position in DFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q1 2026. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Stifel Financial held 5,145 shares of Dimensional International Sustainability Core 1 ETF worth $232K as of Q2 2026.
  • Stifel Financial sold 1,140 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $51.2K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3431 holding.
  • Stifel Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • Stifel Financial's Dimensional International Sustainability Core 1 ETF position peaked at $266K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.